COASTAL WEALTH ADVISORS, LLC

COASTAL WEALTH ADVISORS, LLC of JOHNS ISLAND, SC is an SEC-registered investment adviser (CRD 174574). Regulatory assets under management: $106.6M.

Registration

• CRD: 174574
• SEC file number: 801-135530
• Type: Registered investment adviser
• Location: 3464 MAYBANK HIGHWAY, UNIT E, JOHNS ISLAND, SC, 29455
• Phone: 843-870-9568
• Latest filing: 2026-04-23
• Regulatory AUM: $106.6M
• Discretionary AUM: $106.6M
• Clients: 2
• Accounts: 274

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174574 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search