


Coastal Strategic Capital Revenue
Financial Services • Charleston, South Carolina, United States • 1-10 Employees
Coastal Strategic Capital revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Coastal Strategic Capital
Anthony Valentino
Co-Founder, Partner & Wealth Advisor
Company overview
| Headquarters | 115 Fairchild St, Suite 320, Charleston , SC 29492, US |
| Phone number | +18434711470 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
Coastal Strategic Capital Email Formats
Coastal Strategic Capital uses 2 email formats. The most common is {first initial} (e.g., j@coastalstrategiccapital.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@coastalstrategiccapital.com | 66.7% |
{first name} | john@coastalstrategiccapital.com | 33.3% |
About Coastal Strategic Capital
After years of client collaboration at our previous firm, our founders sought out to build something different. We structured "CSC" to deliver a unique experience driven by a high level of engagement, accessibility, custom-tailored strategies, proactive communication, and education. We are able to achieve this because we are selective in the number of families we work with. Our mission is to become the trusted Family CFO and advisor for our clients. As your wealth grows and your financial needs become more complex, you don't always have the time to proactively focus on critical financial strategies and risk solutions. We offer a comprehensive range of financial planning services, including retirement plans, investment management, tax mitigation, business planning, and generational wealth planning. We also coordinate with your legal, tax and other advisors to facilitate communication and build a cohesive plan for your benefit. Registered Representative offering securities through Cetera Advisors LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 115 Fairchild Street, Suite 320, Charleston, SC 29492. 843-471-1470.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Coastal Strategic Capital has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Coastal Strategic Capital has never raised funding before.
Coastal Strategic Capital Tech Stack
Discover the technologies and tools that power Coastal Strategic Capital's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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