{
  "crd_number": 174574,
  "slug": "coastal-wealth-advisors-llc-johns-island-sc-174574",
  "primary_business_name": "COASTAL WEALTH ADVISORS, LLC",
  "legal_name": "COASTAL WEALTH ADVISORS, LLC",
  "dbas": [
    "COASTAL WEALTH ADVISORS"
  ],
  "city": "Johns Island",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-12",
  "carried_forward": false,
  "raum_total": 106620193.0,
  "raum_discretionary": 106620193.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3529939.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 24456079.0,
      "count": 84
    },
    "high_net_worth_individuals": {
      "raum": 69492891.0,
      "count": 26
    },
    "corporations_other_businesses": {
      "raum": 9141284.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://coastalwealthadvisors.com",
    "https://facebook.com/COASTALWEALTHADVISORS",
    "https://instagram.com/COASTALWEALTH",
    "https://linkedin.com/in/justinfollmer",
    "https://linkedin.com/in/shawnbrunner",
    "https://pinterest.com/COASTALWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174574",
  "city_as_filed": "JOHNS ISLAND",
  "url": "https://advisorcensus.com/firm/coastal-wealth-advisors-llc-johns-island-sc-174574",
  "display_name": "Coastal Wealth Advisors, LLC",
  "summary": "Coastal Wealth Advisors, LLC is an SEC-registered investment advisory firm in Johns Island, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 12, 2026.",
  "citation": "AdvisorCensus. Coastal Wealth Advisors, LLC (CRD 174574): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Coastal Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Coastal Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Coastal Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 12, 2026 states: Flat fee: $4,000 to $9,000 (financial planning and consulting services); Subscription: $3,000 a quarter (quarterly business and personal planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Coastal Wealth Advisors, LLC located?",
      "a": "Coastal Wealth Advisors, LLC's principal office is in Johns Island, SC, according to its Form ADV."
    },
    {
      "q": "Is Coastal Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Coastal Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 174574."
    },
    {
      "q": "How much does Coastal Wealth Advisors, LLC manage?",
      "a": "Coastal Wealth Advisors, LLC reports $106,620,193 in regulatory assets under management in its Form ADV filing dated August 12, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Coastal Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (26)."
    },
    {
      "q": "Which custodians does Coastal Wealth Advisors, LLC use?",
      "a": "Coastal Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Coastal Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174574"
    },
    {
      "q": "What changed in Coastal Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in TN."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $4,000 to $9,000 (financial planning and consulting services)",
      "Subscription: $3,000 a quarter (quarterly business and personal planning and consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $4,000 to $9,000 (financial planning and consulting services)"
        ],
        "quotes": [
          "Personal Financial Planning: We charge a flat fee for financial planning and consulting services that range from $4,000 to $9,000 based on complexity of client circumstances, time and analysis needed, and the overall scope of work."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $3,000 a quarter (quarterly business and personal planning and consulting)"
        ],
        "quotes": [
          "Quarterly Business Planning (business owners): a recurring quarterly fee of $3,000 shall be paid to our firm for these services. This recurring quarterly fee covers all of the quarterly business and personal planning and consulting"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 4000.0,
          "max": 9000.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        },
        {
          "kind": "subscription",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "quarterly business and personal planning and consulting"
        }
      ]
    },
    "quotes": [
      "Personal Financial Planning: We charge a flat fee for financial planning and consulting services that range from $4,000 to $9,000 based on complexity of client circumstances, time and analysis needed, and the overall scope of work.",
      "Quarterly Business Planning (business owners): a recurring quarterly fee of $3,000 shall be paid to our firm for these services. This recurring quarterly fee covers all of the quarterly business and personal planning and consulting"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/coastal-wealth-advisors-llc-johns-island-sc-174574.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 84,
      "fewer_than_5": false,
      "raum": 24456079.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 26,
      "fewer_than_5": false,
      "raum": 69492891.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3529939.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 9141284.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/174574",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}