EAGLES COAST WEALTH MANAGEMENT, LLC
Latest filing: Apr 30, 2025 (48 days ago)
AUM
$32,561,359
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Employee Count
3
change vs. 1 year ago
change vs. 3 years ago
change vs. 5 years ago
change vs. 10 years ago
Main Office
DANIEL ISLAND, SC
225 SEVEN FARMS DRIVE, DANIEL ISLAND, SC, UNITED STATES, 29492
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 135 | $0.0 |
| Average Individual AUM | $126,544 | |
| HNW | 14 | $0.0 |
| Average HNW AUM | $1,105,565 | |
| Retail Total | 149 | $0.0 |
| Average Retail AUM | $218,533 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| TD AMERITRADE CLEARING, INC. | OMAHA-NE-USA | $0.0 |
| INTERACTIVE BROKERS LLC | GREENWICH-CT-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| EAGLES COAST CAPITAL, LLC | $0.0 | broker-dealer | 297477 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| IGOR FALKOVICH | CHARLESTON | SC | S63|2019-10-30|S65|2020-01-08 | ||||||
| PAUL MARTIN | CHARLESTON | SC | S66|2006-05-01|S63|2017-03-13 | ||||||
| ILYA FALKOVICH | CHARLESTON | SC | S63|2011-10-22|S65|2018-11-30 | ||||||
| MATTHEW STONE | CHARLESTON | SC | S63|2000-08-23|S65|2017-03-03 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA-05/24/2024, FL-01/06/2025, NC-01/10/2024, NJ-06/17/2024, NY-04/18/2025, SC-12/19/2023, TN-05/07/2025, TX-10/31/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV