SourcingSourcing

COAST ADVISORY LLC

C35
CRD 340229·SEC 801-135293·EAST TROY, WI
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COAST ADVISORY LLC
CRD
340229
SEC file #
801-135293
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
EAST TROY WI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
coastadvisory.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEPPE, THOMAS, LEROY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
DEPPE, THOMAS, LEROY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
COASTADVISORY.NET
Rdap Domain Creation Date
2025-11-13T23:40:46Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Wix.com Ltd.

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
0.2799
Soi Zip Pct 200k Plus
0.0626
Soi Zip Returns 200k Plus
340
Soi Zip Total AGI
485,456
Fdic Zip Total Deposits
3,434,331,000
Fdic Zip Branch Count
126
Fdic Zip Top Banks
First Citizens State Bank
Citizens Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
State Bank of East TroyEast Troy, WI
First Financial Bank, FSBEast Troy, WI
Fdic Zip HHI
2056.95
Fdic Zip Top Bank Share Pct
32.49
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-11-13T23:40:46Z
Rdap Domain Last Changed
2025-11-13T23:40:55Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI14,314
Returns1,160
Stub 2
AGI44,474
Returns1,180
Stub 3
AGI55,628
Returns900
Soi Zip Total Business Income
12,848
Soi Zip Total Cap Gains
19,077
Soi Zip Total Dividends
8,809
Soi Zip Total Returns
5,430
Top Owner CRD
5121635
Trust Company Affiliate
No

People (1)

1
DEPPE, THOMAS, LEROY
IAR · Direct Owner · 87.5%
5121635