PALMETTO COAST ADVISORS, INC.

PALMETTO COAST ADVISORS, INC. of MT. PLEASANT, SC is an SEC-registered investment adviser (CRD 270012). Regulatory assets under management: $54.9M.

Registration

• CRD: 270012
• Type: Registered investment adviser
• Location: 210 WINGO WAY, MT. PLEASANT, SC, 29464
• Phone: 843-647-7270
• Latest filing: 2026-06-19
• Regulatory AUM: $54.9M
• Discretionary AUM: $54.9M
• Clients: 2
• Accounts: 171

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 270012 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search