Investment adviser · CRD 340229
COAST ADVISORY LLC
Investment adviser filing (IA)
EAST TROY, WI, United States · Form ADV filed Jun 2, 2026
- Regulatory AUM
- $122M Form ADV · Item 5.F
- Client accounts
- 869 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 523 | $90,952,548 | 74.3% |
| High-net-worth individuals | 21 | $30,090,000 | 24.6% |
| Charities | Fewer than 5 | $1,420,814 | 1.2% |
Filing source
Form ADV 2107142 · Jun 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 2, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly
Principal office
2100 CHURCH ST.,, SUITE 200EAST TROY, WI, 53120, United States
CRD 340229
Filing source
Form ADV 2107142 · Jun 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.