Coastal Investment Advisors is an investment advisor in Wilmington with $780.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
510635519
SEC advisor number
801-68000
FINRA CRD number
134952
AUM ?
$780.73 mm
(as of 3 Apr 23)
Accounts
3,760
(as of 3 Apr 23)
Employees
77
(68 investment advisory or research)
Address
Coastal Investment Advisors
1201 N ORANGE ST STE 729
WILMINGTON
DE 19801
1201 N ORANGE ST STE 729
WILMINGTON
DE 19801
Office hours
Monday - Friday, 9-5
Phone
888-657-5200
Brochures
- Wertheimer, Noah Adviib 2023 (3 Apr 23)
- Waldrip, Randy Adviib 2023 (3 Apr 23)
- Shenk, Kyle Adviib 2023 (3 Apr 23)
- Vitt, David Adviib 2023 (3 Apr 23)
- Youngs, Mark Adviib 2023 (3 Apr 23)
- Smith, Patrick Adviib 2023 (3 Apr 23)
- Yan, Amanda Adviib 2023 (3 Apr 23)
- Wiener, Craig Adviib 2023 (3 Apr 23)
- Somerville, Sean Adviib 2023 (3 Apr 23)
- Boyd, Kenneth Adviib 2023 (3 Apr 23)
- Annable, Robert Adviib 2023 (3 Apr 23)
- Annable, Vince Adviib 2023 (3 Apr 23)
- Barber, Stephen Adviib 2023 (3 Apr 23)
- Conarro, Robyn Adviib 2023 (3 Apr 23)
- Cooper, David Adviib 2023 (3 Apr 23)
- Calabrese, Frank Adviib 2023 (3 Apr 23)
- Clark, Don Adviib 2023 (3 Apr 23)
- Chancey, Matt Adviib 2023 (3 Apr 23)
- Prudent, Mozart Adviib 2023 (3 Apr 23)
- Hoang, Nancy Adviib 2023 (3 Apr 23)
- Nelson, James Adviib 2023 (3 Apr 23)
- O'brien, Reed Adviib 2023 (3 Apr 23)
- Orlando, Alex Adviib 2023 (3 Apr 23)
- Orris, Joel Adviib 2023 (3 Apr 23)
- Penrod, Jason Adviib 2023 (3 Apr 23)
- Quinly, Steven Adviib 2023 (3 Apr 23)
- Rakerd, Matt Adviib 2023 (3 Apr 23)
- Saw, Clarice Adviib 2023 (3 Apr 23)
- Schilling, Robert Adviib 2023 (3 Apr 23)
- Leniw, Roman Adviib 2023 (3 Apr 23)
- March, Kari Adviib 2023 (3 Apr 23)
- Marsh, Rob Adviib 2023 (3 Apr 23)
- Massengill, Skip Adviib 2023 (3 Apr 23)
- Mccrory, James Adviib 2023 (3 Apr 23)
- Moore, Byron Adviib 2023 (3 Apr 23)
- Mueller, Michael Adviib 2023 (3 Apr 23)
- Konskier, Jason Adviib 2023 (3 Apr 23)
- Frick, John Adviib 2023 (3 Apr 23)
- Fronk, Ross Adviib 2023 (3 Apr 23)
- Gustafson, Thure Adviib 2023 (3 Apr 23)
- Karstrom, Mark Adviib 2023 (3 Apr 23)
- Layton, Lloyd Adviib 2023 (3 Apr 23)
- Somerville, Gregg Adviib 2023 (3 Apr 23)
- Stroemel, Kurt Adviib 2023 (3 Apr 23)
- Tierney, Blane Adviib 2023 (3 Apr 23)
- Tucci, Louis Adviib 2023 (3 Apr 23)
- Shenk, Jim Adviib 2023 (3 Apr 23)
- Porter, Reid Adviib 2023 (3 Apr 23)
- Enstice, Tom Adviib 2023 (3 Apr 23)
- Eck, Shaun Adviib 2023 (3 Apr 23)
- Dietz, Andrew Adviib 2023 (3 Apr 23)
- Defroda, Aileen Adviib 2023 (3 Apr 23)
- Davis, Bob Adviib 2023 (3 Apr 23)
- Cowand, Kyle Adviib 2023 (3 Apr 23)
- Costello, Larissa Adviib 2023 (3 Apr 23)
- Dinkelmeyer, Andrew Adviib 2023 (3 Apr 23)
- Ross, Gary Adviib 2023 (3 Apr 23)
- Coastal Investment Advisors (31 Mar 23)
- Coastal Investment Advisors Wrap Fee Brochure (31 Mar 23)
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rakerd, Matthew, Dwayne | Chief Growth Officer | 01/2018 | < 5% |
Orange Street Holdings Inc | Shareholder | 01/2012 | > 75% |
Schultz, Barrett, Oliver | President and Chief Compliance Officer | 02/2023 | < 5% |
Oconnor, Michael, M | Chief Financial Officer/finop | 05/2022 | < 5% |
Primus, Emilio, Battista | Chief Operation Officer | 07/2022 | < 5% |
Cameron Financial Holdings LLC | Shareholder | 10/2022 | > 75% |
Madison Capital Group LLC | Shareholder | 10/2022 | > 75% |
Hanks, Ryan, Lee | Shareholder | 10/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
18 Jan 22