| Name | Title | Ownership | Since |
|---|---|---|---|
| David Thomas Clark | Member | 10-25% | 2024 |
| Howard Bruce Marshall Control | Chief Investment Officer | 25-50% | 2024 |
| Michael Brent Meek | Member | 25-50% | 2024 |
Coastal Equity Management, LLC reports $1.5 million in regulatory assets under management on its Form ADV.
Coastal Equity Management, LLC reports 2 employees.
Coastal Equity Management, LLC is based in Pensacola, FL and has been SEC-registered since 2024.
Coastal Equity Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 700 South Palafox Street,, Suite 300, Pensacola, FL 32502 |
| Phone | 850-435-4844 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $1.5M |