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T.r.u.e. Coastal Capital, LLC

● SEC registered since 2025CRD 281556SEC# 801-134913Savannah, GA
Export (members)
Reg. AUM
$124.1M
Employees
4
Accounts
416
Location
Savannah, GA

T.r.u.e. Coastal Capital, LLC assets under management

T.r.u.e. Coastal Capital, LLC is an SEC-registered investment adviser based in Savannah, GA. The firm has been registered since 2025. It reports $124.1 million in regulatory assets under management and employs 4 people.

T.r.u.e. Coastal Capital, LLC owners & executives

6 reported
NameTitleOwnershipSince
Michael D Ross ControlChief Financial Officer/Chief Investment OfficerUnder 5%2023
Salt Marsh Capital, LLC ControlOwner50-75%2023
Samuel M Hubbard ControlChief Executive Officer/Chief Compliance OfficerUnder 5%2015
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Frequently asked questions

How much does T.r.u.e. Coastal Capital, LLC manage?

T.r.u.e. Coastal Capital, LLC reports $124.1 million in regulatory assets under management on its Form ADV.

How many employees does T.r.u.e. Coastal Capital, LLC have?

T.r.u.e. Coastal Capital, LLC reports 4 employees.

Where is T.r.u.e. Coastal Capital, LLC located?

T.r.u.e. Coastal Capital, LLC is based in Savannah, GA and has been SEC-registered since 2025.

Does T.r.u.e. Coastal Capital, LLC disclose fund performance?

T.r.u.e. Coastal Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21 East York Street, Savannah, GA 31401
Phone912-234-3657
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$124.1M▲ 14%
Mar '25 — $109.2MApr '25 — $109.2MMay '25 — $109.2MJun '25 — $109.2MJul '25 — $109.2MAug '25 — $109.2MSep '25 — $109.2MOct '25 — $109.2MNov '25 — $109.2MDec '25 — $109.2MJan '26 — $109.2MFeb '26 — $109.2MMar '26 — $124.1MApr '26 — $124.1MMay '26 — $124.1MJun '26 — $124.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$124.1Mregulatory AUM
Discretionary $124.1M