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COASTAL INDEPENDENT ADVISORS, LLC

CRD 344627File 801-137670
APPROVED-120
Disclosure events
Filing as of Oct 28, 2026
Feed vintage Nov 6, 2026
Discuss this firm
Regulatory AUM
$0
Bottom 25% of cohort (national)
Discretionary AUM
$0
Clients
0
0 accounts
Employees
1
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Nov 5, 2026
Principal office
500 7TH AVE., 8TH FLOOR, NEW YORK, NY, 10018
Phone
212-390-1322
Website
https://www.coastalindependent.com

Assets & accounts

ADV Item 5F
Total regulatory AUM
$0
Discretionary AUM
$0
Non-discretionary AUM
$0
Discretionary accounts
0
Non-discretionary accounts
0
Total accounts
0
AUM per client
—

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11E1
  • Q11E2
  • Q11E3
  • Q11E4

Fees as stated in brochure

ADV Part 2A Item 5

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Filed changes

DateFieldFromToChange
Nov 6, 2026Registration—APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “COASTAL INDEPENDENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COASTAL INDEPENDENT” may also match similarly-named firms). Confirm identity against each filing.

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Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.