Coast Bridge Capital, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 327898
·
· www.coastbridgecapital.com
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ADV data as of Jan 22, 2026
- Regulatory AUM
- $77.5M
- Discretionary
- $77.5M
- Clients
- 60
- Avg AUM / client
- $1.3M
- Accounts
- 168
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 44 | $5.8M | 7.43% |
| High net worth individuals | 14 | $9.8M | 12.6% |
| Other investment advisers | 1 | $62.0M | 79.9% |
| Corporations and other businesses | 1 | $38.7K | 0.05% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Devin Joseph Weinstein | Registered representative | CFA | Sep 2023 (3y) | |
| Micah Russell Weinstein | Registered representative | CFA | Sep 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/22/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $54.6M (70% of AUM) Jan 2026
- Charles Schwab & Co. $23.0M (30% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 22, 2026.
View current Form ADV (SEC/IAPD) ↗