Coast Advisory LLC
● SEC registered since 2026CRD 340229SEC# 801-135293East Troy, WI
Reg. AUM
$122.5M
Employees
2
Accounts
869
Location
East Troy, WI
Coast Advisory LLC assets under management
Coast Advisory LLC is an investment advisory firm registered with the SEC based in East Troy, WI. The firm has been registered since 2026. It reports $122.5 million in regulatory assets under management and employs 2 people.
Coast Advisory LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Leroy Deppe Control | Cco, Managing Member | Over 75% | 2025 |
Frequently asked questions
How much does Coast Advisory LLC manage?
Coast Advisory LLC reports $122.5 million in regulatory assets under management on its Form ADV.
How many employees does Coast Advisory LLC have?
Coast Advisory LLC reports 2 employees.
Where is Coast Advisory LLC located?
Coast Advisory LLC is based in East Troy, WI and has been SEC-registered since 2026.
Does Coast Advisory LLC disclose fund performance?
Coast Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2100 Church St.,, Suite 200, East Troy, WI 53120 |
| Phone | 262-977-9907 |
| Office hours | 8:00 a.m. -5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$122.5Mregulatory AUM
Discretionary $122.5M