# Coast Wealth Management Group, LLC

> 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.

- CRD: 335056
- Filed as: COAST WEALTH MANAGEMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Myrtle Beach, SC
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335056
- AdvisorCensus page: https://advisorcensus.com/firm/coast-wealth-management-group-llc-myrtle-beach-sc-335056

## Quick answers

**How is Coast Wealth Management Group, LLC compensated?**
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.

**Where is Coast Wealth Management Group, LLC located?**
Coast Wealth Management Group, LLC's principal office is in Myrtle Beach, SC, according to its Form ADV.

**Is Coast Wealth Management Group, LLC registered with the SEC or a state?**
Coast Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335056.

**How much does Coast Wealth Management Group, LLC manage?**
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).

**What types of clients does Coast Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (1).

**Does Coast Wealth Management Group, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,741,081
- Discretionary: $6,005,451
- Non-discretionary: $6,735,630

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $11,497,458 |
| High net worth individuals | 1 | $1,243,623 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC, TN
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335056

### Websites listed on Form ADV (Item 1.I)
- coastwealthgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Coast Wealth Management Group, LLC (CRD 335056): Form ADV filing data as of October 2026.