Data / Investment advisers / Wisconsin / Coast Advisory LLC
Coast Advisory LLC, East Troy, WI: $122 million AUM, SEC registered investment adviser
Coast Advisory LLC is an SEC registered investment adviser with its main office in East Troy, Wisconsin and reports $122 million in regulatory assets under management in its Form ADV filed June 2, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 340229
- SEC file number
- 801-135293
- SEC status
- Approved, effective February 27, 2026
- Main office
- 2100 Church St., Suite 200, East Troy, WI 53120
- Phone
- (262) 977-9907
- Website
- coastadvisory.net
- Regulatory AUM
- $122,463,362 in the Form ADV filed June 2, 2026
- Discretionary AUM
- $122,463,362
- Accounts
- 869
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 523 | $91 million |
| High net worth individuals | 21 | $30.1 million |
| Charitable organizations | 2 | $1.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $122.5 million | June 2, 2026 |
| March 2, 2026 | Not listed | February 26, 2026 |
Other advisers in Wisconsin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lasalle Investment Advisors, Inc. | Pewaukee | $133.6 million | Not listed | adviserinfo.sec.gov |
| Jansen Wealth Management LLC | Altoona | $132.3 million | Not listed | adviserinfo.sec.gov |
| Intrinsic Investors LLC | Wauwatosa | $129.4 million | Not listed | adviserinfo.sec.gov |
| Capital Wealth Advisors, LTD. | West Bend | $126.1 million | Not listed | adviserinfo.sec.gov |
| Breakthru Advisory Services, LLC | Muskego | $125.7 million | Not listed | adviserinfo.sec.gov |
| Omni Financial LLC | Madison | $116.9 million | Not listed | adviserinfo.sec.gov |
| Professional Financial Management, Inc. | Appleton | $115.5 million | Not listed | adviserinfo.sec.gov |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison | $115.3 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wisconsin
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Coast Advisory LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.