Data / Investment advisers / South Carolina / Coastal Wealth Advisors, LLC
Coastal Wealth Advisors, LLC, Johns Island, SC: $107 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Coastal Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Johns Island, South Carolina and reports $107 million in regulatory assets under management in its Form ADV filed August 12, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Coastal Wealth Advisors, LLC (CRD number 174574): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 174574
- SEC file number
- 801-135530
- SEC status
- Approved, effective March 12, 2026
- Main office
- 3464 Maybank Highway Unit E, Johns Island, SC 29455
- Phone
- (843) 870-9568
- Regulatory AUM
- $106,620,193 in the Form ADV filed August 12, 2026
- Discretionary AUM
- $106,620,193
- Accounts
- 274
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $69.5 million |
| Individuals (other than high net worth individuals) | 84 | $24.5 million |
| Corporations or other businesses | Fewer than 5 | $9.1 million |
| Charitable organizations | Fewer than 5 | $3.5 million |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Brickell Key Asset Management LLC | Charleston | $119.9 million | Not listed | adviserinfo.sec.gov |
| HMS Financial Services, LLC | Columbia | $118.5 million | Not listed | adviserinfo.sec.gov |
| Metis Wealth Management & Planning LLC | Bluffton | $114.9 million | Not listed | adviserinfo.sec.gov |
| Generouswealth, LLC | Summerville | $110.4 million | Not listed | adviserinfo.sec.gov |
| Blue Granite Capital, LLC | Charleston | $108.8 million | Not listed | adviserinfo.sec.gov |
| Runey & Associates Wealth Management | Mount Pleasant | $104.8 million | Not listed | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | $97.5 million | 4 | adviserinfo.sec.gov |
| Novus Advisors | Greenville | $91.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Coastal Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.