Overview
Assets Under Management: $212 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 67
Average Client Assets: $1.3 million
Frequently Asked Questions
COASTWISE CAPITAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139564), COASTWISE CAPITAL GROUP, LLC is subject to fiduciary duty under federal law.
COASTWISE CAPITAL GROUP, LLC is headquartered in LA JOLLA, CA.
COASTWISE CAPITAL GROUP, LLC serves 67 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, COASTWISE CAPITAL GROUP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
COASTWISE CAPITAL GROUP, LLC manages $212 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, COASTWISE CAPITAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.00%
Average Client Assets: $1.3 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 139564
Filing ID: 2059533
Last Filing Date: 2026-03-19 19:30:32