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The Coastal Advisory Group, LLC (Cincinnati)


The Coastal Advisory Group, LLC is a large advisory firm based in Cincinnati. It manages $66.15 million of regulatory assets for 350 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Michigan and Ohio.

The Coastal Advisory Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Coastal Advisory Group: assets under management

The assets under management (AUM) of The Coastal Advisory Group, LLC is $66.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 105% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $189 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Coastal Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where The Coastal Advisory Group, LLC performs its advisory services is located at 602 Main Street, Cincinnati, OH 45202, which is also the mailing address of the firm. An additional office of the firm is in Birmingham, MI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-619-1100 or by fax 513-619-1190. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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