# Coast Advisory LLC: new SEC registration, $122M AUM, East Troy, WI

**Score:** 45/100

| 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/ |

## Why this score
- $122M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340229). Last refreshed: 2026-10-28T20:49:58.746Z.
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.