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| Keyboard |
| Coastal Wealth Advisors LLC
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|---|---|
| CRD # | 174574 |
| SEC # | 801-135530 |
| CIK # | |
| AUM | 106.6 M (2026-04-23) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 843-870-9568 |
| Address | 3464 Maybank Highway Johns Island, SC 29455 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 24.5 |
| (b) Individuals (high net worth individuals) | 26 | 69.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.1 |
| (n) Other | 0 | 0.0 |
| Total | 274 | 106.6 |
| By Discretionary | ||
| Discretionary | 274 | 106.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 274 | 106.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 106.6 | |
| Total | 274 | 106.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 7 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DC Capital Management LLC
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107.0 M | |
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|
KJ Capital Management LLC
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|
Endure Capital LLC
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EQV Advisory LLC
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|
Lexington Financial/Life Management LLC
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|
Stonex International Advisors Inc
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FL | 106.7 M |
|
Haynie Wealth Management LLC
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|
UT | 106.6 M |
|
Dillow Wealth Management LLC
✚
|
IL | 106.3 M |
|
Account Management LLC
✚
|
106.2 M |