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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-11-2015
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 117 clients, or 58.5 clients per representative. That equates to $911.3K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on August 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Coastal Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JUSTIN MATTHEW FOLLMER
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #5195300
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SHAWN PATRICK BRUNNER
Advisor
- CRD
- #5442641
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Coastal Wealth Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.