# WAYPOINT STRATEGIC ADVISORS, LLC

WAYPOINT STRATEGIC ADVISORS, LLC of SUMMERVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 152077
- Type: SEC-registered investment adviser
- SEC file number: 801-120800
- Location: 10570 DORCHESTER RD., SUMMERVILLE, SC, 29485
- Phone: 843-873-4420
- Latest filing: 2026-01-16
- Regulatory AUM: $136.3M
- Non-discretionary AUM: $136.3M
- Clients: 4
- Accounts: 728

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Richard Eugene Coakley | MANAGING MEMBER | — |
| Benjamin Don Coakley | ELECTED MANAGER | — |
| Joe Edger Young | MANAGING MEMBER | — |
| David Pierre Plaisance | ELECTED MANAGER | — |
| Matthew Scott Coakley | CHIEF COMPLIANCE OFFICER | — |
| COAKLEY RICHARD EUGENE | MANAGING MEMBER; MEMBER | — |
| COAKLEY BENJAMIN DON | ADVISOR; ELECTED MANAGER | — |
| YOUNG JOE EDGER | MANAGING MEMBER; MEMBER | — |
| PLAISANCE DAVID PIERRE | ADVISOR; ELECTED MANAGER | — |
| COAKLEY MATTHEW SCOTT | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 843-873-4420 |
| — | — | 1 | 803-606-9592 |
| — | — | 1 | 843-873-4420 |
| — | — | 1 | 803-606-9592 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152077/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152077/similar
- Related entities: https://search.stillhousedata.com/firm/152077/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152077

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.