$50.1M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
2 Employees
129 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-04-2018
- Office Locations
- 2
Office Locations
225 Seven Farms Drive Suite 203 Daniel Island SC
-- Hoboken NJ
About Eagles Coast Wealth Management, LLC
Eagles Coast Wealth Management, LLC is a Daniel Island-based RIA with 2 offices. The firm has been operating for 7 years. Managing $50.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$388.4K AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Value Catalyst Ember Harbor frontier
Investment Themes
Vector meridian
Investment Vehicles
Legacy Vertex vertex
Services
Wave Beacon Beacon Bridge vector Prime quantum Beacon timber Catalyst delta
Owner & Executives
PAUL S MARTIN
Chief Executive Officer
- CRD
- #5078914
- Ownership
- Less than 5%
(950) 539-6451
glacier.catalyst@harborcapital.com
in linkedin.com/in/unison-summit
Showing 1 of 1 owners & executives
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M
Matthew Stone
Financial Advisor
- CRD
- #4221737
(729) 698-2830
matrix.vector@signalcapital.com
in linkedin.com/in/peak-peak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,104,679 | $161,127 |
| Non-Discretionary | $0 | $47,883 |
| Total | $50,104,679 | $157,610 |
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Separately Managed Accounts
Total SMA Asset: $50,104,679
Equity - Exchange:
20.0% Other:
5.8% Cash:
24.4% Corporate - Investment Grade:
22.9% U.S. Government/Agency:
14.6% Municipal Bonds:
12.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,315,794,262 | 20.0% |
| Other | $381,580,336 | 5.8% |
| Cash | $1,605,269,000 | 24.4% |
| Corporate - Investment Grade | $1,506,584,430 | 22.9% |
| U.S. Government/Agency | $960,529,811 | 14.6% |
| Municipal Bonds | $809,213,472 | 12.3% |
| Total | $6,578,971,311 | 100.0% |