Coastal Financial Corp (CCB) — Strategic Asset Allocation Index

Latest as of December 2025: 12.4%

Coastal Financial Corp (CCB) has a Strategic Asset Allocation Index of 12.4% as of December 2025. Strategic assets (PP&E of $- plus long-term investments of $61.08 Million) total $61.08 Million, measured against net assets of $490.96 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base.

SAAI

12.4%
Strategic Assets / Net Assets

Strategic Assets

$61.08 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$490.96 Million
USD

Coastal Financial Corp Strategic Asset Allocation Index (2013–2025)

This chart shows how Coastal Financial Corp's Strategic Asset Allocation Index has evolved across 12 annual periods from 2013 to 2025. As of December 2025, the index stands at 12.4%, representing strategic assets of $61.08 Million against net assets of $490.96 Million USD. Explore Coastal Financial Corp cash flow conversion to assess how effectively this company generates cash.

Annual Strategic Asset Allocation Index for Coastal Financial Corp (2013–2025)

The table below presents the year-by-year Strategic Asset Allocation Index for Coastal Financial Corp from 2013 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For the full company profile including market capitalisation, see how much is Coastal Financial Corp worth.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 12.4% $61.08 Million $- $61.08 Million $490.96 Million ▼ -0.8 pp
2024 13.2% $58.12 Million $- $58.12 Million $438.70 Million ▼ -41.2 pp
2023 54.4% $160.59 Million $- $160.59 Million $294.98 Million ▲ +2.2 pp
2022 52.2% $127.12 Million $18.21 Million $108.91 Million $243.49 Million ▲ +18.2 pp
2021 34.0% $68.42 Million $23.32 Million $45.10 Million $201.22 Million ▼ -1094.9 pp
2020 1128.9% $1.58 Billion $17.11 Million $1.57 Billion $140.22 Million ▲ +1081.5 pp
2019 47.4% $58.82 Million $21.60 Million $37.22 Million $124.17 Million ▼ -2.9 pp
2018 50.3% $54.85 Million $13.17 Million $41.69 Million $109.16 Million ▼ -33.7 pp
2017 83.9% $55.14 Million $13.12 Million $42.02 Million $65.71 Million ▼ -1.6 pp
2016 85.5% $51.19 Million $13.10 Million $38.09 Million $59.90 Million ▲ +37.1 pp
2014 48.3% $25.37 Million $10.46 Million $14.91 Million $52.52 Million ▼ -6.9 pp
2013 55.2% $21.25 Million $5.64 Million $15.61 Million $38.49 Million
pp = percentage points