Coastal Equity Management, LLC
● SEC registered since 2024CRD 331518SEC# 801-131249Pensacola, FL
Reg. AUM
$7.3M
Employees
2
Accounts
1
Location
Pensacola, FL
Coastal Equity Management, LLC assets under management
Coastal Equity Management, LLC operates as an SEC-registered investment adviser based in Pensacola, FL. The firm has been registered since 2024. It reports $7.3 million in regulatory assets under management and employs 2 people.
Coastal Equity Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Thomas Clark | Member | 10-25% | 2024 |
| Howard Bruce Marshall Control | Chief Investment Officer | 25-50% | 2024 |
| Michael Brent Meek | Member | 25-50% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Coastal Equity Management, LLC manage?
Coastal Equity Management, LLC reports $7.3 million in regulatory assets under management on its Form ADV.
How many employees does Coastal Equity Management, LLC have?
Coastal Equity Management, LLC reports 2 employees.
Where is Coastal Equity Management, LLC located?
Coastal Equity Management, LLC is based in Pensacola, FL and has been SEC-registered since 2024.
Does Coastal Equity Management, LLC disclose fund performance?
Coastal Equity Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 South Palafox Street,, Suite 300, Pensacola, FL 32502 |
| Phone | 850-435-4844 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.3M▲ 403%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$7.3Mregulatory AUM
Discretionary $0Non-discretionary $7.3M