# Coastal Capital Advisors

Coastal Capital Advisors is a Bank / Wealth / Trust based in Lafayette, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lafayette, United States
- **Region:** North America
- **Address:** Lafayette, LA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** https://coastalcapitalgroupinc.com
- **LinkedIn:** https://www.linkedin.com/company/coastalcapitaladv

## Regulatory record

- **CRD number:** 307224
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307224

## About

Coastal Capital Advisors is a state-registered investment adviser with $52 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Sectors

- Private Credit
- Real Estate
- Energy Transition & Renewables

## Questions

### What is Coastal Capital Advisors' geographic investment focus?

The firm operates almost exclusively within the Gulf Coast corridor, primarily Louisiana and Texas. This concentration reflects an origination strategy built on regional relationships—principals source deals through networks developed over decades in Gulf South energy, real estate, and commercial banking circles. Transactions outside this geography are not a known part of the firm's posture.

### How does the firm source its investment opportunities?

Sourcing relies on direct origination through principals' existing relationships with Gulf Coast operators, developers, and family-held enterprises. The firm does not participate in broadly auctioned processes. This relationship-based model is typical of regional private-capital firms where deal access is a function of local trust and decades of commercial history rather than intermediary coverage.

## Related profiles

- [CoAssets International](https://altss.com/profile/coassets-international)
- [Coastal Community Foundation](https://altss.com/profile/coastal-community-foundation)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/coastal-capital-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology