SourcingSourcing

T.R.U.E. COASTAL CAPITAL, LLC

B56
CRD 281556·SEC 801-134913·SAVANNAH, GA
AUM
$124.1M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$372K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
T.R.U.E. COASTAL CAPITAL, LLC
CRD
281556
SEC file #
801-134913
EIN
—
DBA names
—

Economics

AUM
$124.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$109.2M → $124.1M▲ +14%
Client mix
Individuals Other106
Individuals High Net Worth50

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
SAVANNAH GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/coastalcapitalmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SALT MARSH CAPITAL, LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
SALT MARSH CAPITAL, LLC
T.R.U.E. FINANCIAL GUIDES, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1805
Soi Zip Pct 200k Plus
0.0764
Soi Zip Returns 200k Plus
580
Soi Zip Total AGI
709,975
Fdic Zip Total Deposits
57,212,550,000
Fdic Zip Branch Count
474
Fdic Zip Top Banks
SunTrust Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Fdic Zip Branches Raw
The Coastal BankSavannah, GA
First Union National Bank of GeorgiaSavannah, GA
Fdic Zip HHI
958.07
Fdic Zip Top Bank Share Pct
20.81
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI36,997
Returns2,930
Stub 2
AGI65,045
Returns1,800
Stub 3
AGI58,604
Returns960
Soi Zip Total Business Income
28,334
Soi Zip Total Cap Gains
135,308
Soi Zip Total Dividends
30,812
Soi Zip Total Returns
7,590
Trust Company Affiliate
No

People (2)

2
HUBBARD, SAMUEL, M
IAR · Executive Officer · 2.5%
4202323
ROSS, MICHAEL, D
IAR · Executive Officer · 2.5%
5941473