COASTAL WEALTH ADVISORS, LLC
Firm details
- Headquarters
- JOHNS ISLAND, South Carolina
- CRD number
- 174574
- Registered since
- March 12, 2026
- Website
- coastalwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.18%
- Individuals22.94%
- Corporations / Businesses8.57%
- Charitable Organizations3.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Coastal Wealth Advisors, LLC is an independent registered investment adviser owned by an individual and positioned to serve individuals and families. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory activities. It charges clients either a percentage of assets under management or fixed fees. Coastal Wealth Advisors reports SEC registration in 2026 and does not identify itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities11%
- Cash & Cash Equivalents1%
Contacts
2 of 2JUSTIN FOLLMER
Founder & Investment AdvisorCRD 5195300
SHAWN BRUNNER
Investment AdvisorCRD 5442641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
JOHNS ISLAND, SC
CHARLESTON
Location
JOHNS ISLAND, SC
Headquartered in JOHNS ISLAND, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 3464 Maybank Hwy
- Time zone
- ET (UTC-5)
- Office locations
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