{
  "crd_number": 335056,
  "slug": "coast-wealth-management-group-llc-myrtle-beach-sc-335056",
  "primary_business_name": "COAST WEALTH MANAGEMENT GROUP, LLC",
  "legal_name": "COAST WEALTH MANAGEMENT GROUP, LLC",
  "dbas": [],
  "city": "Myrtle Beach",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "34820",
  "metro": {
    "cbsa_code": "34820",
    "common_name": "Myrtle Beach",
    "msa_name": "Myrtle Beach-Conway-North Myrtle Beach, SC",
    "path": "/advisors/sc/myrtle-beach"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-04-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 12741081.0,
  "raum_discretionary": 6005451.0,
  "raum_non_discretionary": 6735630.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11497458.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 1243623.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NC",
    "SC",
    "TN"
  ],
  "websites": [
    "https://coastwealthgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335056",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "MYRTLE BEACH",
  "url": "https://advisorcensus.com/firm/coast-wealth-management-group-llc-myrtle-beach-sc-335056",
  "display_name": "Coast Wealth Management Group, LLC",
  "summary": "Coast Wealth Management Group, LLC is a state-registered investment advisory firm in Myrtle Beach, SC, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Coast Wealth Management Group, LLC (CRD 335056): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Coast Wealth Management Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coast Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Coast Wealth Management Group, LLC located?",
      "a": "Coast Wealth Management Group, LLC's principal office is in Myrtle Beach, SC, according to its Form ADV."
    },
    {
      "q": "Is Coast Wealth Management Group, LLC registered with the SEC or a state?",
      "a": "Coast Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335056."
    },
    {
      "q": "How much does Coast Wealth Management Group, LLC manage?",
      "a": "Coast Wealth Management Group, LLC reports $12,741,081 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (47% discretionary)."
    },
    {
      "q": "What types of clients does Coast Wealth Management Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (1)."
    },
    {
      "q": "Does Coast Wealth Management Group, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335056"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/coast-wealth-management-group-llc-myrtle-beach-sc-335056.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 11497458.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1243623.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/335056",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}