COASTAL EQUITY MANAGEMENT, LLC
CRD #331518 SEC #801-131249 PENSACOLA, FL 850-435-4844
SEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
Employees
2
Clients
0
Accounts
1
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MARSHALL, HOWARD, BRUCE | I | CHIEF INVESTMENT OFFICER | C | Control |
| MARSHALL, HOWARD, BRUCE | I | CHIEF INVESTMENT OFFICER | C | Control |
| MARSHALL, HOWARD, BRUCE | I | CHIEF INVESTMENT OFFICER | C | Control |
| MARSHALL, HOWARD, BRUCE | I | CHIEF INVESTMENT OFFICER | C | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Meek, Michael, Brent | I | MEMBER | C | |
| Meek, Michael, Brent | I | MEMBER | C | |
| Meek, Michael, Brent | I | MEMBER | C | |
| Meek, Michael, Brent | I | MEMBER | C | |
| CLARK, DAVID, THOMAS | I | MEMBER | B | |
| CLARK, DAVID, THOMAS | I | MEMBER | B | |
| CLARK, DAVID, THOMAS | I | MEMBER | B | |
| CLARK, DAVID, THOMAS | I | MEMBER | B | |
| Pabian, Robert, Charles | I | MEMBER | A | |
| Pabian, Robert, Charles | I | MEMBER | A | |
| Pabian, Robert, Charles | I | MEMBER | A | |
| Pabian, Robert, Charles | I | MEMBER | A |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (1)
FL
Address
700 SOUTH PALAFOX STREET,SUITE 300
PENSACOLA, FL 32502
United States
Phone: 850-435-4844