Our Story

We are two best friends who grew up in sunny Orange County, California.

how much do we want to put here?

 

CHRIS BAUM, CFA

Founder & CEO

JOE MARSHALL

Founder & COO

DIXIE & GROOT

Chief Morale Officers

coastal Capital & Charles Schwab

Charles Schwab is one of the world’s largest providers of financial services. Founded in 1971, the firm is a leading provider of investment services, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to nearly 30 million individuals and institutions, as well as through 13,000 financial intermediary firms. For more information about Charles Schwab, visit Schwab.com

  1. Charles Schwab provides clearing, custody, or other brokerage services to Coastal Capital Advisors through Charles Schwab & Co., Inc. (Member SIPC).

  2. Working with Charles Schwab gives Coastal Capital access to a wide range of products and services that can help us serve the needs of our clients.

  3. Using either Schwab online (aka Schwab Alliance) or the mobile app, you can have real time access to your investment positions in your Schwab accounts.

  4. Through our relationship with Schwab, you will receive a simplified, consolidated statement each month reflection all your investment positions and transactions in your Schwab accounts.

Click here for more information about Coastal Capital and Schwab.