Coastal Equity Management, LLC
Coastal Equity Management, LLC is an SEC-registered ria in Pensacola, FL with $7.3M assets under management (AUM, regulatory AUM), +403% over one year. See who owns Coastal Equity Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331518, SEC 801-131249, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $7.3M (2026-03-23)
- Firm type
- Ria
- Location
- Pensacola, FL
- Employees
- 2
- CRD
- 331518
- Ownership
- MCCAGHREN, SCOTT, RYAN; MARSHALL, HOWARD, BRUCE; Meek, Michael, Brent; Pabian, Robert, Charles; CLARK, DAVID, THOMAS
How much AUM does Coastal Equity Management, LLC have?
Coastal Equity Management, LLC reported $7.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Coastal Equity Management, LLC?
Disclosed owners and executives of Coastal Equity Management, LLC include MCCAGHREN, SCOTT, RYAN, MARSHALL, HOWARD, BRUCE, Meek, Michael, Brent, Pabian, Robert, Charles, CLARK, DAVID, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.