Palmetto Coast Advisors, Inc.

RIASEC Registered

Total AUM

$54.9M

Discretionary

$54.9M

100% of AUM

Avg account

$321K

Accounts

171

Employees

Advisory reps

Firm details

Headquarters: Mount Pleasant, South Carolina
CRD number: 270012
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.56%
Individuals26.01%
Pension & Profit Sharing Plans14.55%
Corporations / Businesses5.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Palmetto Coast Advisors, Inc. is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator, selecting outside managers and third‑party funds as part of its solutions set. Core services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients, plus advisory work to identify and oversee other advisers and periodic educational seminars or workshops. Compensation is a mix of percentage‑of‑AUM billing and non‑asset fees (hourly and fixed fees). The firm does not position itself as an ESG investor.