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, individual-owned registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee model combines a percentage-of-AUM structure with hourly billing for certain services. The adviser is SEC-registered (year listed as 2025) and does not describe itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities77%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents7%
- US Government Bonds3%
Contacts
2 of 2
Brandon 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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