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	coastalstrategiccapital.com
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

Founder/Owner

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.

Cloudflare

CDN

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

FMG Suite

Marketing automation

HSTS

Security

FancyBox

JavaScript libraries

Open Graph

Miscellaneous

Vimeo

Video players

Frequently asked questions

Coastal Strategic Capital is located in Charleston, South Carolina, US.

You can reach Coastal Strategic Capital at +18434711470.

Coastal Strategic Capital generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Coastal Strategic Capital has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Coastal Strategic Capital was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Coastal Strategic Capital has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Coastal Strategic Capital

Anthony Valentino

Co-Founder, Partner & Wealth Advisor

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