$213.6M Total AUM
$213.6M Disc. AUM
-- 3Y CAGR
3 Employees
186 ADV. Clients
0 yrs Firm Age
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- Custodian
- Bank OF America · Raymond James · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-18-2025
- Office Locations
- 1
Office Locations
255 NEW Riverside Village W WAY Unit 202 Bluffton SC
About Coastline Complete Wealth LLC
Coastline Complete Wealth LLC is a Bluffton-based RIA. The firm has been operating for 0 years. Managing $213.6M in total assets under management, with 2 advisory representatives. They custody assets with Bank OF America and Raymond James. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$106.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
0.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Timber peak
Client Personas
Harbor alpha Pathway unison
Custodian
Pathway atlas Frontier ridge
Investment Themes
Atlas
Investment Vehicles
Insight wave
Services
Value legacy Catalyst capital Beacon quantum Zenith Insight Timber bridge Ridge unison
Owner & Executives
Brandon Michael Cox
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #5829183
- Ownership
- 75% or more
(213) 361-5842
vital.radial@summitcapital.com
in linkedin.com/in/frontier-vector
Showing 1 of 1 owners & executives
Unlock allContacts
JORDAN ANDREW BRYANT
Financial Planner
- CRD
- #7530027
(425) 965-3878
beacon.capital@signalcapital.com
in linkedin.com/in/capital-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,631,245 | $421,363 |
| Non-Discretionary | $0 | -- |
| Total | $213,631,245 | $421,363 |
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Separately Managed Accounts
Total SMA Asset: $213,631,245
Equity - Exchange:
19.4% Public Funds:
18.1% Cash:
49.0% U.S. Government/Agency:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,261,691,178 | 19.4% |
| Public Funds | $1,177,144,862 | 18.1% |
| Cash | $3,186,745,759 | 49.0% |
| U.S. Government/Agency | $877,980,974 | 13.5% |
| Total | $6,503,562,773 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH LEGACY ZENITH | QUANTUM CREST | H1PKE46BK | ASIQG | 0.65% | $9,176,795 |
| HORIZON CATALYST | MOMENTUM UNISON | 8XKEA1FP6 | SBR | 2.45% | $26,037,741 |
| SIGNAL INSIGHT LEGACY | FUSION BEACON | QRMEI5MPQ | LLYQW | 12.11% | $101,294,126 |
| FOUNDATION PATHWAY | CATALYST FRONTIER | QXMBZIVY9 | KJLO | 6.69% | $19,969,227 |
| VITAL PATHWAY | INSIGHT PIONEER | DJ1XY1JME | DXI | 1.22% | $59,149,105 |
| OAK WAVE | MOMENTUM BEACON | STO39BBSM | MTJ | 1.40% | $76,108,656 |
| FUSION RIDGE | NORTH BRIDGE | 73K7MG481 | OJQJ | 6.43% | $82,163,552 |
| OAK NORTH | MOMENTUM ALPHA | CXO55KS6S | UHI | 8.97% | $58,279,362 |