COASTLINE COMPLETE WEALTH LLC
Firm details
- Headquarters
- BLUFFTON, South Carolina
- CRD number
- 338227
- Registered since
- November 18, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI60.52%
- Individuals39.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Coastline Complete Wealth LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selects outside advisers on behalf of clients. It bills clients primarily as a percentage of assets under management and also uses hourly fees for certain work. Coastline describes itself as a capital allocator and serves individual and family clients. The firm is not designated as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities77%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents7%
- US Government Bonds3%
Contacts
2 of 2Brandon Cox
Financial AdvisorCRD 5829183
JORDAN BRYANT
Financial AdvisorCRD 7530027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$154M in ETFs
85%
$132M
0%
$22.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $21.7M | 100,968 | 14.07% |
Location
BLUFFTON, SC
BEAUFORT
Location
BLUFFTON, SC
Headquartered in BLUFFTON, SC, in the South of the United States.
- Region
- South
- County
- BEAUFORT
- Address
- 255 New Riverside Village Way
- Time zone
- ET (UTC-5)
- Office locations
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