RIA Intelligence

COASTAL INVESTMENT COMPANY, LLC

CRD #322164 SEC #801-130812 WINTER PARK, FL 888-411-2280
SEC Registered Private Funds
Total AUM
$212.9M
Discretionary
$212.9M
Employees
8
Clients
--
Accounts
33

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
MEERBAUM, GREGORYICEOD Control
Meerbaum, GregoryICEOD Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
AHRENS, KEITHICOOB Control
Ahrens, KeithICOOB Control
BLOECHINGER, TYLERICFO, CCOB Control
BLOECHINGER, TYLERICFO, CCOB Control
BLOECHINGER, TYLERICFOB Control
BLOECHINGER, TYLERICFOB Control
BLOECHINGER, TYLERICFOB Control
BLOECHINGER, TYLERICFOB Control
BLOECHINGER, TYLERICFOB Control
BLOECHINGER, TYLERICFO, CCOB Control
BLOECHINGER, TYLERICFO, CCOB Control
BLOECHINGER, TYLERICFO, CCOB Control
BLOECHINGER, TYLERICFO, CCOB Control
BLOECHINGER, TYLERICFO, CCOB Control
Bloechinger, TylerICFOB Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control
BARR, TRAVIS JONICIOA Control

Registrations

Federal

IA
Sep 19, 2025 REGISTERED

Notice Filings (1)

FL

Address

227 SOUTH ORLANDO AVENUE
SUITE A-1
WINTER PARK, FL 32789
United States
Phone: 888-411-2280