Coastal Equity Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pensacola, FL. Its latest Form ADV filing, dated March 23, 2026, reports $7M in regulatory assets under management, 2 employees, and 1 account.
Assets Under Management
$7M
Employees
2
Offices
--
Total Clients
<5
Primary office
PENSACOLA, FL
700 SOUTH PALAFOX STREET, SUITE 300, PENSACOLA, FL, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7Mas of March 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$7M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$7M
Total Accounts1
10Y AUM Change+$7M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.