SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Coastedge Partners, LLC
San Diego, CA
CRD 149685
Firm filing updated September 18, 2026 ·
- $2.1BAssets
- 183Clients
- 5Advisory staff
- 1,266Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals131
- Corporations or other businesses22
- Pooled vehicles15
- Pension and profit sharing plans9
- Charities6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 131 | $1.6 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 15 | $301.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $25.1 million |
| Charitable organizations | 6 | $22.1 million |
| Corporations or other businesses not listed above | 22 | $158.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.1 billion
- Accounts1,266
- Discretionary$1.3 billion · 1,008 accounts
- Non-discretionary$882.9 million · 258 accounts
People
- Employees16
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 149685, SEC file 801-70877.
- Registered with the SEC as an investment advisor (status date on record: December 9, 2009).
Is Coastedge Partners, LLC a fiduciary?
Short answer: Coastedge Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.