EAGLES COAST WEALTH MANAGEMENT, LLC

Overview

Eagles Coast Wealth Management, LLC is an independent registered investment adviser that centers its strategy on equity exposure while offering comprehensive financial planning and portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and operates as a multistate adviser after SEC registration in 2023. Its stated advisory activities include financial planning and discretionary portfolio management for both individual/family clients and small businesses or institutional entities. Investment preferences tilt toward publicly traded equities, with a clear emphasis on exchange-traded securities for core equity exposure. The firm is not positioned as a capital allocator and does not identify as an active ESG investor. For clients seeking liquidity, tax-efficient positioning or a core-satellite approach, Eagles Coast appears to rely on exchange-traded equities as the backbone of portfolios while layering other instruments and third-party managers where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices