RIA Intel›Advisers›South Carolina›COAST WEALTH MANAGEMENT GROUP, LLC

COAST WEALTH MANAGEMENT GROUP, LLC

Advisory

MYRTLE BEACH, SC

Data as of Aug 27, 2026 · Source: SEC Form ADV

Average account

$193K

across 66 accounts

AUM per adviser

$4M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$13M

Discretionary AUM$6M

Non-Discretionary AUM$7M

Discretionary %47.1%

Total Clients44

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

44 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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