Coastal Resource Community Management

What Coastal Resource Community Management does

Coastal Resource Community Management, Inc. is a privately held homeowners association (HOA) management firm headquartered in San Juan Capistrano, California, founded in 2003 by Chris and Rick Kervick. The company provides full-service HOA management to residential community associations across four contiguous South Orange County cities: San Juan Capistrano, Dana Point, San Clemente, and Laguna Hills. Its service offering spans financial administration (budgeting, cash control, accounting, tax return coordination, billing and collections), physical maintenance oversight (common areas, landscaping, amenities, water conservation), governance support (board packages, election administration, newsletters), and compliance enforcement (CC&R inspections, architectural submissions, parking enforcement, security procedures). The company differentiates against larger "formula-based" competitors by custom-designing service packages per community, emphasizing responsiveness on small operational details.

The firm runs on the AppFolio Property Manager SaaS platform, which powers a mobile-friendly homeowner portal at crcm.appfolio.com enabling online dues payment via eCheck or debit card, maintenance request submission with photo uploads, 24/7 access to financial statements and tax documents, and resident messaging. The company also offers an Escrow Order service providing association documents to buyers and real estate agents during property sales. It carries 11-50 employees and operates from a single office at 30250 Rancho Viejo Road, Suite D, San Juan Capistrano.

Coastal Resource generates revenue through recurring management fees paid by HOA clients under custom annual subscription contracts; specific fee amounts are quote-based and not publicly disclosed, with a $100 cancellation fee and $10 refund processing fee documented in a publicly downloadable fee schedule. The go-to-market is sales-led and relationship-driven, targeting HOA boards through direct outreach in the South Orange County region. The firm has no external institutional ownership, no parent company, no disclosed funding rounds, and operates as an entirely founder-owned entity.

Name

Coastal Resource Community Management

Legal name

Coastal Resource Community Management, Inc.

Website

https://coastalresource.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

Coastal Resource Community Management provides full-service HOA management — covering financial administration, maintenance oversight, compliance enforcement, and resident communication — to residential community associations across four South Orange County, California cities.

Ownership category

akta.pro rank

Product category

HOA Property Management

NAICS

Residential Property Managers (531311), Services to Buildings and Dwellings (5617)

SIC

Real Estate Agents & Managers (For Others) (6531), Services-To Dwellings & Other Buildings (7340)

akta.pro primary industry

Homeowners Association (HOA) Management (BPAJAHAB)

akta.pro secondary industries

HOA / Condominium Association Management (BPAJAFAH), Association Compliance, Governance & Board Support Services (BPAJAHAN), Association Maintenance, Vendor & Capital Project Management (BPAJAHAM)

Keywords

• HOA management services
• Homeowners association management
• Property management services
• Community association management
• Residential property management

Headquarters

HQ city

San Juan Capistrano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. HOA Management Services: Coastal Resource Community Management generates revenue through providing comprehensive property management services to homeowners associations. Services include budget management, common area maintenance, landscaping, accounting, CC&R enforcement, security procedures, and amenity maintenance. Revenue is earned through recurring management fees based on the scope of services required by each association.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Coastal Resource Community Management provides comprehensive homeowners association (HOA) management services for residential communities in South Orange County, California, covering financial administration (budgets, accounting, billing and collections), physical maintenance (common areas, landscaping, amenities), governance support (board packages, elections), and CC&R enforcement. The company custom-designs service packages for each association rather than using formula-based management. Services are delivered alongside an AppFolio-powered Online Owner Portal that gives homeowners 24/7 access to dues payment, maintenance requests, financial statements, and community communications.

Product overview

Coastal Resource Community Management offers a single unified HOA management service rather than a modular platform. The core offering is comprehensive homeowners association management spanning financial administration (budgets, accounting, tax returns, billing, collections), physical maintenance (common areas, landscape, amenities, water efficiency), compliance enforcement (CC&Rs, architectural submissions, parking), and community governance (elections, newsletters, security). This is delivered through an Online Owner Portal built on the AppFolio Property Manager SaaS platform, which provides homeowners with 24/7 mobile access to payment processing, maintenance requests, document retrieval, and communication tools. The company operates exclusively in South Orange County, California serving communities in San Juan Capistrano, San Clemente, Dana Point, and Laguna Hills.

Differentiator

Problem solved

Functional benefit

Products and services

• HOA Management Services
• Online Owner Portal
• Escrow Order Services
• Maintenance Request Management

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature3 records

Partnerships

One partnership is on record.

• AppFolio Property ManagercoreTechnology or IntegrationCoastal Resource Community Management utilizes AppFolio Property Manager as their technology platform for homeowner and owner portals. This partnership enables online payment processing, maintenance request submission, financial statement access, and communication tools. AppFolio provides the cloud-based infrastructure that powers the company's digital service delivery to homeowner associations.

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Regional players

• Community Group: Orange County-based HOA and community association management firm. Highly comparable geographically (headquartered in Coastal Resource's home market region) and in service offering for California HOA boards.
• Powerstone Property Management: Large Southern California HOA management firm. Comparable in core service offering (full-service HOA management for residential communities) and target customer (California HOA boards), but materially larger in portfolio size and geographic reach.
• Keystone Pacific Property Management: Regional HOA and community association manager based in Southern California. Directly comparable to Coastal Resource because both serve California HOA boards with full-service management, though Keystone Pacific operates at a significantly larger scale across more communities.

Broad incumbents

• FirstService Residential: Largest residential property and HOA manager in North America. Comparable in offering the same HOA management services Coastal Resource provides, but operating at national scale with significantly greater technology, marketing, and acquisition resources.
• Associa: National community association management company serving HOAs, condominiums, and master-planned communities. Directly comparable service mix and customer base, with substantially larger scale and broader geographic footprint.

Direct peers

• Vesta Property Services: Community association management firm offering full-service HOA management including financial administration, maintenance, and board support. Comparable in target customer (HOA boards) and core service scope.
• Optimum Professional Property Management: Southern California HOA management firm providing financial, maintenance, and administrative services to community associations. Closely comparable in size, geographic focus (SoCal), and service scope.
• The Management Trust: Community association management firm serving HOAs and condominium associations, primarily in California. Closely comparable in service offering (financial, maintenance, governance support for HOAs) and customer base (California HOA boards).
• Professional Community Management (PCM): California-based HOA and community association management company. Directly comparable in product offering (full-service HOA management with online owner portal) and customer base (California HOA boards), though larger in scale.

Others

• AppFolio Property Manager: Cloud-based property management SaaS platform that Coastal Resource uses as its core operating system. Comparable as a technology ecosystem participant — though not a competitor, AppFolio enables the firm's digital service delivery and its roadmap materially shapes the firm's competitiveness.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/coastal-resource-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Coastal Resource Community Management