Coast Bridge Capital

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Client assets under management

$15,545,256

Clients

24% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$268,022

About

Coast Bridge Capital is a state-registered investment adviser that provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, family offices, institutional clients and other registered investment adviser firms. The firm manages roughly $77.5 million in client assets and offers both direct management and sub‑advisory arrangements.

The firm’s investment approach emphasizes fundamental analysis and a tactical asset allocation framework, implemented through ETFs, mutual funds, fixed‑income securities and an exchange‑listed equity strategy called the Cultural All Capitalization (CAC) strategy. Portfolios are tailored to client objectives and monitored on an ongoing basis, and the firm provides written performance reports to clients on a monthly basis.

Compared with peers in its supported‑advisor peer set, Coast Bridge Capital is uncommon in that it serves other registered investment advisers as clients and documents ongoing performance reporting; its brochure discloses both sub‑advisory services and regular performance reporting. The firm also separates management into distinct strategy buckets (an asset allocation sleeve and a separate CAC equity sleeve) and describes tactical reallocations and cash hedging as part of its implementation process.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing

Fee options

Percentage

$0 - $999,999: 0.60% for Asset Allocation Strategy; 1.50% for CAC Strategy $1,000,000 - $4,999,999: 0.55% for Asset Allocation Strategy; 1.00% for CAC Strategy $5,000,000 - $9,999,999: 0.50% for Asset Allocation Strategy; 0.85% for CAC Strategy $10,000,000+: 0.45% for Asset Allocation Strategy; 0.60% for CAC Strategy

Other

Account minimum: $50,000 minimum for the stock portfolio Cultural All Capitalization (CAC) strategy

Main office location

Coast Bridge Capital

Los Angeles CA, United States

Number of offices

Most active in

California · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (858) 229-3967

Advisors at this firm

Micah W

CFA®, Series 63, Series 65

Brooklyn, NY

Coast Bridge Capital

Micah Weinstein is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He is currently an advisor at Coast Bridge Capital and Tutor Associates. His prior experience includes roles at Crestwood Advisors LLC, LPL Financial LLC, and Incapital LLC. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in client assets. The firm provides discretionary portfolio management to individuals, high-net-worth clients, family offices, institutional clients, and other registered investment advisers, employing a tactical asset allocation approach through ETFs, mutual funds, fixed-income securities, and an equity strategy called the Cultural All Capitalization (CAC) strategy.

Active portfolio management Passive / index investing

Devin W

CFA®, Series 63, Series 66

Los Angeles, CA

Coast Bridge Capital

Devin Weinstein is a CFA® charterholder with five years of industry experience. He is currently with Coast Bridge Capital, where he has worked since 2023, following roles at Raymond James & Associates, Chandler Asset Management, Ford Equity Research, and Northwestern Mutual. Coast Bridge Capital is a state-registered investment adviser managing approximately $77.5 million in assets for individuals, high-net-worth clients, family offices, institutional clients, and other registered investment adviser firms. The firm employs a fundamental analysis and tactical asset allocation approach, utilizing ETFs, mutual funds, fixed-income securities, and an exchange-listed equity strategy called the Cultural All Capitalization (CAC) strategy.

Active portfolio management Passive / index investing

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