SourcingSourcing

COASTAL WEALTH ADVISORS, LLC

C43
CRD 174574·SEC 801-135530·JOHNS ISLAND, SC
AUM
$106.6M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$320K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COASTAL WEALTH ADVISORS, LLC
CRD
174574
SEC file #
801-135530
EIN
—
DBA names
—

Economics

AUM
$106.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other84
Individuals High Net Worth26

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
JOHNS ISLAND SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
pinterest.com/coastalwealth

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOLLMER, JUSTIN, MATTHEW
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FOLLMER, JUSTIN, MATTHEW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PINTEREST.COM
Rdap Domain Creation Date
2009-11-26T19:21:23Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4021
Soi Zip Pct 200k Plus
0.1738
Soi Zip Returns 200k Plus
2,840
Soi Zip Total AGI
3,012,686
Fdic Zip Total Deposits
6,303,248,000
Fdic Zip Branch Count
171
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationJohns Island, SC
NationsBank of South Carolina, National AssociationSeabrook Island, SC
Fdic Zip HHI
1289.94
Fdic Zip Top Bank Share Pct
23.02
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-26T19:21:23Z
Rdap Domain Last Changed
2024-10-25T10:57:01Z
Rdap Nameservers
Ns10.pinterest.comNs5.pinterest.comNs6.pinterest.comNs9.pinterest.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update ProhibitedServer Delete Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI37,752
Returns3,110
Stub 2
AGI109,733
Returns2,960
Stub 3
AGI136,486
Returns2,210
Soi Zip Total Business Income
125,249
Soi Zip Total Cap Gains
466,120
Soi Zip Total Dividends
184,393
Soi Zip Total Returns
16,340
Top Owner CRD
5195300
Trust Company Affiliate
No

People (2)

2
FOLLMER, JUSTIN, MATTHEW
IAR · Direct Owner · 87.5%
5195300
SHAWN PATRICK BRUNNER
IAR
5442641