JOHNS ISLAND, SCCRD 174574Latest ADV April 23, 2026
Coastal Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Johns Island, SC. Its latest Form ADV filing, dated April 23, 2026, reports $107M in regulatory assets under management, 2 employees, 1 office, and 274 accounts.
Assets Under Management
$107M
Employees
2
Offices
1 office
Total Clients
110
Primary office
JOHNS ISLAND, SC
3464 MAYBANK HIGHWAY, UNIT E, JOHNS ISLAND, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.4% of total clients.
Top client categories% of clientsClients
1
Individuals
76.4%
84
2
HNWI
23.6%
26
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$107Mas of April 23, 2026
Discretionary100.0%
$107M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$107M
Total Accounts274
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee55:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.