{"url":"https://nivawealth.com/firms/coastal-investment-322164","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/322164","regulatoryAum":262937654,"crd":"322164","history":[{"filedOn":"2024-06-28","regulatoryAum":161304926,"clients":23,"employees":7,"offices":1},{"filedOn":"2025-06-30","regulatoryAum":212890651,"clients":33,"employees":8,"offices":1},{"filedOn":"2026-04-30","regulatoryAum":262937654,"clients":41,"employees":9,"offices":2}],"secFileNumber":"801-130812","legalName":"Coastal Investment Company, LLC","displayName":"Coastal Investment","slug":"coastal-investment-322164","website":"https://investwithcoastal.com/","classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/investwithcoastal/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"227 South Orlando Avenue, Suite A-1","city":"Winter Park","state":"FL","stateName":"Florida","country":"United States","postalCode":"32789"},"tradeNames":[],"registration":{"secApproved":"26 July 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":9,"advisory":9,"brokerDealerReps":0,"insuranceAgents":0,"promoters":14},"aum":{"regulatory":262937654,"discretionary":262937654,"discretionaryAccounts":41,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":41,"regulatoryAum":262937654}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Coastal Investment has custody of $166M in client assets for 29 clients.","otherCustodians":[],"leadership":[{"name":"Keith Ahrens","title":"COO","crd":"7576138"},{"name":"Travis Jon Barr","title":"CIO","crd":"4712701"},{"name":"Tyler Bloechinger","title":"CFO, CCO","crd":"7576140"},{"name":"Gregory Meerbaum","title":"CEO","crd":"7576134"}],"ownership":[{"label":"Gregory Meerbaum","detail":"Ceo in the 50% to 75% ownership band and a control person, since February 2014."},{"label":"Keith Ahrens","detail":"Coo in the 10% to 25% ownership band and a control person, since January 2017."},{"label":"Tyler Bloechinger","detail":"Cfo, cco in the 10% to 25% ownership band and a control person, since February 2014."},{"label":"Travis Jon Barr","detail":"Cio in the 5% to 10% ownership band and a control person, since July 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"227 South Orlando Avenue, Suite A-1","city":"Winter Park","headquarters":true},{"street":"75 SW 1st Ave","city":"Delray Beach"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"888-411-2280","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":41},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/322164/PDF/322164.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Coastal Investment have?","answer":"Coastal Investment has 41 clients and manages $263 million for them, as of April 2026. They include 41 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Coastal Investment offer?","answer":"Coastal Investment provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Coastal Investment have?","answer":"Coastal Investment has 0 investment adviser representatives registered with state securities authorities, out of 9 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Coastal Investment?","answer":"Coastal Investment’s direct owners are Gregory Meerbaum (50% to 75%), Keith Ahrens (10% to 25%), Tyler Bloechinger (10% to 25%) and Travis Jon Barr (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Coastal Investment get paid?","answer":"Coastal Investment is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Coastal Investment?","answer":"Coastal Investment’s main office is at 227 South Orlando Avenue, Suite A-1, Winter Park, FL 32789. Its phone number is 888-411-2280. Its website is investwithcoastal.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}