Christopher Baum
Coastal Capital Advisors · Irvine, California
Christopher Baum is a fee-only financial advisor at Coastal Capital Advisors in Irvine, California, who holds the CFA credential. Christopher focuses on equity compensation and tax planning. Coastal Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Christopher →
Specialties
Who they serve
- Tech employees
Facts
| Firm | Coastal Capital Advisors |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $52.3M across 381 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, CO, ID, NY, TX · CRD 6146336 |
| Exams passed | Series 65 (2013) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.coastalcapitaladvisors.com |
| Profile |
Request an introduction to Christopher
Tell Christopher a little about what you're looking for. Christopher isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Christopher
Is Christopher Baum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Coastal Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Coastal Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Baum based?
Christopher Baum is based in Irvine, California.
What does Christopher specialize in?
Christopher's specialties include equity compensation and tax planning. Christopher works with tech employees.
What credentials does Christopher Baum hold?
Christopher Baum holds the CFA credential.
Is Christopher Baum registered with the SEC?
Yes. Christopher Baum is registered as an investment adviser representative in CA, CO, ID, NY and TX (CRD 6146336), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coastal Capital Advisors manage?
Coastal Capital Advisors reports $52.3M across 381 accounts in assets under management.
How do I contact Christopher Baum?
Through Christopher's website, www.coastalcapitaladvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Coastal Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.