The Coastal Advisory Group, LLC is a large advisory firm based in Cincinnati. It manages $66.15 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Michigan and Ohio.
The Coastal Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Coastal Advisory Group, LLC is $66.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Coastal Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where The Coastal Advisory Group, LLC performs its advisory services is located at 602 Main Street, Cincinnati, OH 45202, which is also the mailing address of the firm. An additional office of the firm is in Birmingham, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-619-1100 or by fax 513-619-1190. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.