Eagles Coast Wealth Management, LLC

RIAState Registered

Total AUM

$50.1M

Discretionary

$50.1M

100% of AUM

Avg account

$206K

Accounts

243

Employees

2

Advisory reps

2

Firm details

Headquarters: Daniel Island, South Carolina
CRD number: 297423
Registered since: February 9, 2023
Website: www.eagleswm.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Individuals70.55%
HNWI29.45%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Eagles Coast Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning plus portfolio management for individuals, small businesses, and other business or institutional clients. Ownership is split between a domestic entity and an individual, and the adviser is active across multiple states. Eagles Coast does not list ESG investing as a focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities65%
Other13%
Cash & Cash Equivalents8%
Investment Grade Corp Bonds6%
US Government Bonds5%

Owners & executives

1 of 1

Paul Martin
CEOCRD 5078914

Contacts

1 of 1

Matthew Stone
Investment AdvisorCRD 4221737

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Daniel Island, SC

Berkeley

Location

Daniel Island, SC

Headquartered in Daniel Island, SC, in the South of the United States.

Region: South
County: Berkeley
Address: 225 Seven Farms Dr
Time zone: ET (UTC-5)
Office locations

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