# Eagles Coast Wealth Management, LLC

> Eagles Coast Wealth Management, LLC is a state-registered investment advisory firm in Daniel Island, SC, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 297423
- Filed as: EAGLES COAST WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Daniel Island, SC
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297423
- AdvisorCensus page: https://advisorcensus.com/firm/eagles-coast-wealth-management-llc-daniel-island-sc-297423

## Quick answers

**How is Eagles Coast Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Eagles Coast Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Eagles Coast Wealth Management, LLC located?**
Eagles Coast Wealth Management, LLC's principal office is in Daniel Island, SC, according to its Form ADV.

**Is Eagles Coast Wealth Management, LLC registered with the SEC or a state?**
Eagles Coast Wealth Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 297423.

**How much does Eagles Coast Wealth Management, LLC manage?**
Eagles Coast Wealth Management, LLC reports $50,104,679 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Eagles Coast Wealth Management, LLC's assets and staff changed since 2023?**
In the Form ADV data for Eagles Coast Wealth Management, LLC: Regulatory assets under management: $25,375,254 in the October 2023 data and $50,104,679 in the October 2026 data, up 97%. Total employees: 6 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Eagles Coast Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117); high net worth individuals (12).

**Does Eagles Coast Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297423

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $50,104,679
- Discretionary: $50,104,679
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 117 | $35,346,696 |
| High net worth individuals | 12 | $14,757,983 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NC, NJ, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eaglescoast.com
- eagleswm.com
- Facebook @category
- Instagram @eaglescoast
- LinkedIn @eagles-coast-securities-llp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $25,375,254 | 6 | September 29, 2023 |
| October 2026 | $50,104,679 | 2 | March 31, 2026 |

Regulatory assets under management: $25,375,254 in the October 2023 data and $50,104,679 in the October 2026 data, up 97%.
Total employees: 6 in October 2023 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagles Coast Wealth Management, LLC (CRD 297423): Form ADV filing data as of October 2026.