Coastedge Partners, LLC
San Diego, CA·SEC-registered · CRD #149685
Coastedge Partners, LLC is an SEC-registered investment advisory firm in San Diego, CA managing $2.1B across 1.5k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
1.5k
Advisory staff
5
Fee model
Fee-based
How Coastedge Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Coastedge Partners, LLC
How much does Coastedge Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Coastedge Partners, LLC reports $2.1B in regulatory assets under management across roughly 1.5k client accounts.
How does Coastedge Partners, LLC charge?
Coastedge Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Coastedge Partners, LLC a fiduciary?
Yes. Coastedge Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #149685), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Coastedge Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Coastedge Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Coastedge Partners, LLC's public SEC Form ADV filing (CRD #149685, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Coastedge Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Coastedge Partners, LLC? Claim this profile.