Coastal Investment Advisors, Inc.
Coastal Investment Advisors, Inc. is a registered investment adviser headquartered in Wilmington, North Carolina. Founded in 2007, the firm delivers financial planning and investment management services primarily to U.S. clients. The firm serves high net worth individuals and other investors through both discretionary and non-discretionary accounts and has a workforce of roughly 30 employees.
Investment Strategy
Coastal Investment Advisors, Inc. builds and manages client portfolios using a mix of equities and fixed income with an emphasis on major U.S. securities such as Nvidia, Apple, Amazon, and Microsoft. The firm typically acts as a fiduciary, delivering advice tailored to clients’ objectives and risk profile, while incorporating mutual funds and a range of investment options. They offer both discretionary services (the adviser makes portfolio decisions) and non-discretionary services (where clients approve all trades), featuring a blend of stock selection and asset allocation across different sectors.
Top Holdings
Equity Positions (322)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.12% | $21.3M | 83,628 | $95.84 | $254.63 | +$4.4M |
N NVDA | NVIDIA CORPORATION | 7.12% | $21.3M | 114,092 | $57.57 | $186.58 | +$3.8M |
A AMZN | AMAZON COM INC | 3.77% | $11.3M | 51,333 | $120.27 | $219.57 | +$547.2K |
P PLTR | PALANTIR TECHNOLOGIES INC | 2.74% | $8.2M | 44,998 | $98.72 | $182.42 | +$2.9M |
T TSLA | TESLA INC | 2.46% | $7.4M | 16,575 | $212.58 | $444.72 | +$2.0M |