EAGLES COAST WEALTH MANAGEMENT, LLC
Adviser information for EAGLES COAST WEALTH MANAGEMENT, LLC last updated from Form ADV on November 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | South Carolina, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 156 | $25.1M |
| Non-Discretionary | 5 | $239,415 |
| Total | 161 | $25.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 100 | $13.5M |
| HNW Individuals | 5 | $11.8M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-127317 |
|---|---|
| SEC ERA File Number | 801-127317 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297423 |
| Legal Entity Identifier | None |
Principal Office
997 MORRISON DR.SUITE 504
CHARLESTON
SC
United States
Monday - Friday, 9 AM - 5PM
Tel: (843)-800-8213, Fax: None
Chief Compliance Officer
IGOR FALKOVICH
997 MORRISON DR.
SUITE 504
CHARLESTON
SC
United States
Tel:
(843) 800-0491
I*************@**************M
(Full email address available in API data)
Regulatory Contact
PAUL MARTIN
CEO
997 MORRISON DRIVE
SUITE 504
CHARLESTON
SC
United States
Tel:
8438000491
P******@**************M
(Full email address available in API data)
Industry Affiliates
| EAGLES COAST CAPITAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTIN, PAUL, S | Individual | EAGLES NEST HOLDINGS, LLC | MANAGING MEMBER | 05/2018 | 50-75% |
| MARTIN, PAUL, S | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2018 | < 5% |
| FALKOVICH, ILYA, IGOR | Individual | EAGLES NEST HOLDINGS, LLC | MANAGING MEMBER | 05/2018 | 25-50% |
| EAGLES NEST HOLDINGS, LLC | Domestic Entity | – | OWNER | 05/2018 | > 75% |
| EAGLES COAST HOLDINGS, LLC | Domestic Entity | – | OWNER | 05/2018 | 10-25% |
| FALKOVICH, IGOR | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2020 | < 5% |
| FALKOVICH, ILYA, IGOR | Individual | – | CHIEF OPERATING OFFICER | 05/2018 | < 5% |