Chief Investment Officer · Coastal Equity Management, LLC
Howard B. Marshall
CRD 2121441 · Named on Form ADV at one SEC-registered adviser
At a glance
Coastal Equity Management, LLC, an SEC-registered asset manager based in Pensacola, FL with $7 million in regulatory assets, lists Howard B. Marshall on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Coastal Equity Management, LLCChief Investment OfficerAsset manager · Pensacola, FL · $7M in regulatory assets
AtlasMembers
Howard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Scott R. McCaghrenChief Compliance Officer, Coastal Equity Management, LLC
- Michael B. MeekMember, Coastal Equity Management, LLC
- Robert C. PabianMember, Coastal Equity Management, LLC
- David T. ClarkMember, Coastal Equity Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Howard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.