Samuel Hubbard has been Chief Executive Officer/Chief Compliance Officer of T.r.u.e. Coastal Capital since September 2015, is a control person of the firm and directly owns under 5% of it. Samuel Hubbard holds a BA in Spanish from Furman University and an MBA from Fordham University.
T.r.u.e. Coastal Capital, LLC is a Savannah, GA firm with $124M under management, 156 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Sam Hubbard is President of T.R.U.E. Coastal Capital, LLC, based in Savannah, Georgia. Hubbard founded Coastal Capital Management, which merged with T.R.U.E. Financial Guides in 2024 to form T.R.U.E. Coastal Capital, and previously worked as a financial advisor at Merrill Lynch Wealth Management in New York City for 15 years. Hubbard is a board member of the St. Andrew's School Alumni Board and The CFO Council of Savannah.
Samuel Hubbard’s longest registration is the current one, 10 years at T.r.u.e. Coastal Capital since 2015. Before joining T.r.u.e. Coastal Capital in 2015, Samuel Hubbard was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 10 yearsSavannah, GA · Adviser representative · Firm CRD 281556
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsNew York, NY · Adviser representative · Firm CRD 7691
Professional designations
Listed by T.r.u.e. Coastal Capital
- Chartered Financial Analyst (CFA®)
- Certified Divorce Financial Analyst (CDFA®)
Investment adviser representative registrations
Samuel Hubbard is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2015; the most recent is Texas, in August 2023.
- GeorgiaSince 11 December 2015
- TexasResidentSince 16 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 55 | Limited Representative-Equity Trader Exam | 22 May 2006 |
| Series 3 | National Commodity Futures Examination | 23 April 2003 |
| Series 66 | Uniform Combined State Law Examination | 26 December 2000 |
| Series 7 | General Securities Representative Examination | 14 October 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- National Commodity Futures Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Samuel M Hubbard
- CRD
- 4202323
- Firm
- T.r.u.e. Coastal Capital · CRD 281556
- Role
- Chief Executive Officer/Chief Compliance Officer
- Office
- 21 EAST YORK STREET, Savannah, GA 31401
- Registration
- Investment adviser registration
- In the industry since
- February 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truecoastalcapital.com
Where does Samuel Hubbard work?
Samuel Hubbard has been Chief Executive Officer/Chief Compliance Officer of T.r.u.e. Coastal Capital, LLC since September 2015, and is a control person of the firm.
Is Samuel Hubbard a financial advisor?
Yes. Samuel Hubbard has a current investment-adviser registration in Georgia and Texas, through T.r.u.e. Coastal Capital since December 2015.
How many years of experience does Samuel Hubbard have?
Samuel Hubbard has 13 years in the financial industry, since February 2013, across 2 adviser firms.
What exams has Samuel Hubbard passed?
Samuel Hubbard has passed 4 licensing exams: the Series 7, Series 66, Series 3 and Series 55. The earliest, the Series 7, was passed in October 2000. FINRA credited Samuel Hubbard with the SIE, which began in October 2018.
Where did Samuel Hubbard work before T.r.u.e. Coastal Capital?
Before T.r.u.e. Coastal Capital, Samuel Hubbard was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2013 to December 2015.
Where is Samuel Hubbard based?
Samuel Hubbard’s registered office is in Savannah, GA.
Is Samuel Hubbard registered with FINRA?
No. Samuel Hubbard has no current broker registration.
Is Samuel Hubbard a CFA charterholder?
T.r.u.e. Coastal Capital lists Samuel Hubbard with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
Source: Sam Hubbard, MBA, CFA®, CDFA® biography, truecoastalcapital.com
How can I verify Samuel Hubbard’s record?
Search CRD 4202323 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Hubbard’s full registration record.
