Coast Advisory LLC: new SEC registration, $122M AUM, East Troy, WI
Coast Advisory LLC (East Troy, Wisconsin): new SEC registration, $122M AUM, East Troy, WI. Its amount of 122 is below the median of 134 (42nd percentile). Dated 250 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 122 · 42th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 17 related WI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Coast Advisory LLC |
| Legal name | Coast Advisory LLC |
| CRD | 340229 |
| Status | Approved |
| Registered with the SEC | 2026-02-27 |
| Latest Form ADV filing | 2026-06-02 |
| Location | East Troy, WI, United States |
| Regulatory AUM | $122,463,362 |
| Accounts | 869 |
| Employees | 2 |
| Website | https://www.coastadvisory.net/ |
| amount percentile | 42th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (18 WI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (WI first): Sentinel Advisory Group, LLC · Paladin Partners · Fiduciary Financial Planning Network · Sycamore Investment Consulting Services, LLC · Cmg Wealth Advisors LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Coast Advisory LLC and 18 Wisconsin peers
- Wisconsin NewRiaPulse records like this one: 18
- Coast Advisory LLC's amount: 42nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Wisconsin peer: $3,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $122M under management.
- Website on file.
What is the NewRiaPulse record for Coast Advisory LLC in East Troy, Wisconsin?
Coast Advisory LLC received SEC registration as an investment adviser (2026-02-27) with $122,463,362 in regulatory assets under management, based in East Troy, WI.
How does Coast Advisory LLC compare to other Wisconsin NewRiaPulse records?
Its amount of 122 is below the median (42th percentile); smaller records often move faster and face less competition. It is 250 days old; check the official source for later updates before acting.
Coast Advisory LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Coast Advisory LLC | East Troy, WI | 122 | 42nd | 2026-02-27 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Wisconsin NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.