SourcingSourcing

COASTLINE COMPLETE WEALTH LLC

C41
CRD 338227·SEC 801-134400·BLUFFTON, SC
AUM
$213.6M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$641K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
COASTLINE COMPLETE WEALTH LLC
CRD
338227
SEC file #
801-134400
EIN
924003579
DBA names
Coastline Complete Wealth Llc

Economics

AUM
$213.6M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other121
Individuals High Net Worth65

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
BLUFFTON SC
Branches
Count1

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
coastlinecw.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Cox, Brandon, Michael
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Cox, Brandon, Michael
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
COASTLINECW.COM
Rdap Domain Creation Date
2023-01-24T05:25:07Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002112134
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-02-24
Edgar Last Filing Date
2026-02-24
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-02-24
Accession0002112134-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3134
Soi Zip Pct 200k Plus
0.1188
Soi Zip Returns 200k Plus
3,140
Soi Zip Total AGI
3,203,990
Fdic Zip Total Deposits
22,830,249,000
Fdic Zip Branch Count
425
Fdic Zip Top Banks
Bank of America, National Association
Palmetto State Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
Raymond James4
E*trade4
Edgar Addresses
Mailing
255 NEW RIVERSIDE VILLAGE WAYUNIT 202BLUFFTON, SC 29910
Business
255 NEW RIVERSIDE VILLAGE WAYUNIT 202BLUFFTON, SC 29910
Edgar EIN
924003579
Edgar Recent Filings
13F-HR2026-02-24 · 0002112134-26-000002
Fdic Zip Branches Raw
Palmetto State BankBluffton, SC
Palmetto State BankBluffton, SC
Fdic Zip HHI
510.5
Fdic Zip Top Bank Share Pct
11.24
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-01-24T05:25:07Z
Rdap Domain Last Changed
2025-12-01T13:03:19Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI80,239
Returns6,820
Stub 2
AGI197,574
Returns5,350
Stub 3
AGI217,207
Returns3,540
Soi Zip Total Business Income
136,231
Soi Zip Total Cap Gains
379,781
Soi Zip Total Dividends
138,721
Soi Zip Total Returns
26,420
Top Owner CRD
5829183
Trust Company Affiliate
No

People (2)

2
Cox, Brandon, Michael
IAR · Direct Owner · 87.5%
5829183
JORDAN ANDREW BRYANT
IAR
7530027