RIA Intel›Advisers›South Carolina›PALMETTO COAST ADVISORS, INC.

PALMETTO COAST ADVISORS, INC.

Advisory

MT. PLEASANT, SC

Data as of Jun 19, 2026 · Source: SEC Form ADV

Rank in SC

#170

of 188 advisers by AUM

Average account

$321K

across 171 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 19, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InSC, TX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

66 clients

22 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in SC

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

GNI CAPITAL INC.

$55M

WALLS INVESTMENT MANAGEMENT COMPANY

$55M

INTELLIGENT INVESTING, LLC

$54M

THE WAVE MANAGEMENT COMPANY, LLC

$56M

SANCO SERVICES, INC.

JOHNS ISLAND, SC

$54M

INTELLIVEST WEALTH MANAGEMENT CORPORATION

BOILING SPRINGS, SC

$54M

Get the full picture on PALMETTO COAST ADVISORS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PALMETTO COAST ADVISORS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans