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Coast Advisory LLC

● SEC registered since 2026CRD 340229SEC# 801-135293East Troy, WI
Export (members)
Reg. AUM
$122.5M
Employees
2
Accounts
869
Location
East Troy, WI

Coast Advisory LLC assets under management

Coast Advisory LLC is an investment advisory firm registered with the SEC based in East Troy, WI. The firm has been registered since 2026. It reports $122.5 million in regulatory assets under management and employs 2 people.
www.coastadvisory.netView on SEC.gov ↗

Coast Advisory LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Leroy Deppe ControlCco, Managing MemberOver 75%2025

Frequently asked questions

How much does Coast Advisory LLC manage?

Coast Advisory LLC reports $122.5 million in regulatory assets under management on its Form ADV.

How many employees does Coast Advisory LLC have?

Coast Advisory LLC reports 2 employees.

Where is Coast Advisory LLC located?

Coast Advisory LLC is based in East Troy, WI and has been SEC-registered since 2026.

Does Coast Advisory LLC disclose fund performance?

Coast Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2100 Church St.,, Suite 200, East Troy, WI 53120
Phone262-977-9907
Office hours8:00 a.m. -5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.5M
Non-discretionary$0
Total (RAUM)$122.5M