COASTAL BRIDGE ADVISORS, LLC

CRD

152569

SEC file #

801-70943

EIN

271359517

DBA names

Coastal Bridge Advisors

Economics

AUM

$5.02B

AUM band

$1B+

AUM trajectory

'20 · $2.10B

'21 · $2.10B

'22 · $2.76B

'23 · $2.85B

'25 · $4.60B

'26 · $5.02B

'20'26

$2.10B → $5.02B▲ +139%

sec adv history

Client mix

Individuals Other	1,267
Individuals High Net Worth	579
Pension Profit Sharing Plans	107
Corporations	24
Charitable Organizations	12

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 14 advisors

'21 · 10 advisors

'22 · 14 advisors

'23 · 11 advisors

'25 · 22 advisors

'26 · 25 advisors

'20'26

14 advisors → 25 advisors▲ +79%

sec adv history

Primary office

WESTPORT CT

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing

03/26/2026

focusfinancialpartners.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

FOCUS OPERATING, LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

FOCUS OPERATING, LLC

BETZIG, JAMES, ANDREW

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

FOCUSFINANCIALPARTNERS.COM

Rdap Domain Creation Date

2004-02-09T02:14:33Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001665976

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2016-02-09

Edgar Last Filing Date

2026-05-14

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-14

Accession0002085853-26-000594

Edgar Former Names

LLBH Private Wealth Management, LLC

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
Pershing	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

54 WILTON ROAD, 1ST FLOORWESTPORT, CT 06880

Business

54 WILTON ROAD, 1ST FLOORWESTPORT, CT 06880

Edgar EIN

271359517

Edgar Recent Filings

13F-HR2026-05-14 · 0002085853-26-000594

13F-HR2026-02-18 · 0002085853-26-000277

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-02-09T02:14:33Z

Rdap Domain Last Changed

2025-01-08T19:43:23Z

Rdap Nameservers

Fay.ns.cloudflare.comNicolas.ns.cloudflare.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Trust Company Affiliate

Yes