# Palmetto Coast Advisors, Inc.

> Palmetto Coast Advisors, Inc. is a state-registered investment advisory firm in Mt. Pleasant, SC, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 270012
- Filed as: PALMETTO COAST ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mt. Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/270012
- AdvisorCensus page: https://advisorcensus.com/firm/palmetto-coast-advisors-inc-mt-pleasant-sc-270012

## Quick answers

**How is Palmetto Coast Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Palmetto Coast Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Palmetto Coast Advisors, Inc. located?**
Palmetto Coast Advisors, Inc.'s principal office is in Mt. Pleasant, SC, according to its Form ADV.

**Is Palmetto Coast Advisors, Inc. registered with the SEC or a state?**
Palmetto Coast Advisors, Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 270012.

**How much does Palmetto Coast Advisors, Inc. manage?**
Palmetto Coast Advisors, Inc. reports $54,943,235 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Palmetto Coast Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (22); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Does Palmetto Coast Advisors, Inc. 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/270012

## 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: $54,943,235
- Discretionary: $54,943,235
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $14,293,176 |
| High net worth individuals | 22 | $29,428,030 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $7,992,203 |
| Corporations or other businesses not listed above | 1 | $3,229,826 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmettocoastadvisors.com
- LinkedIn @palmetto-coast-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palmetto Coast Advisors, Inc. (CRD 270012): Form ADV filing data as of October 2026.