CRD: 174574
Coastal Wealth Advisors, LLC
$106.6M Total AUM
$106.6M Disc. AUM
-- 3Y CAGR
2 Employees
117 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North pioneerRadial atlas +more
- Established Date
- 02-11-2015
- Office Locations
- 1
Office Locations
3464 Maybank Highway Unit E Johns Island SC
About Coastal Wealth Advisors, LLC
Coastal Wealth Advisors is a Johns Island, SC RIA serving business owners and high-net-worth families with bespoke financial planning and investment management. The team integrates portfolio construction with proactive tax strategy, estate and business-succession planning, and charitable giving, coordinating with clients’ CPAs and attorneys to execute. Custodied primarily at Charles Schwab.
Team overview
40 AVG AGE
$53.3M AVG AUM / ADVISOR
$911.3K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Pathway crest Frontier wave Zenith
Client Personas
Ridge Ember
Custodian
Prime Beacon capital Insight Pathway signal
Fund Managers
Wave ember Vertex
Investment Themes
Bridge Momentum vital Summit momentum
Investment Vehicles
Vector eagle Alpha
Services
Matrix fusion Ember timber Matrix Insight insight Wave Zenith element Harbor zenith Pathway timber Delta
Technology
Momentum legacy Radial peak Ridge
Owner & Executives
JUSTIN MATTHEW FOLLMER
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #5195300
- Ownership
- 75% or more
(835) 767-9788
ridge.horizon@oakcapital.com
in linkedin.com/in/summit-radial
Showing 1 of 1 owners & executives
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S
SHAWN PATRICK BRUNNER
Advisor
- CRD
- #5442641
(380) 374-4694
bridge.ridge@fusioncapital.com
in linkedin.com/in/atlas-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,620,193 | $389,125 |
| Non-Discretionary | $0 | -- |
| Total | $106,620,193 | $389,125 |
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Separately Managed Accounts
Total SMA Asset: $106,620,193
Public Funds:
38.7% Equity - Exchange:
39.9% Cash:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,423,226,388 | 38.7% |
| Equity - Exchange | $2,498,365,190 | 39.9% |
| Cash | $1,339,975,315 | 21.4% |
| Total | $6,261,566,893 | 100.0% |