Coastline Complete Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, insurance, and philanthropic planning.
Coastline Complete Wealth reports 186 clients. They include 121 individual clients and 65 high-net-worth individuals. Of its assets, 100.0% ($214M across 507 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $184M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 39% |
| High-net-worth individuals | 35% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 121 | $84.3M | 39.5% | $697K |
| High-net-worth individuals | 65 | $129M | 60.5% | $1.99M |
| Total | 186 | $214M | 100% | $1.15M |
- Clients
- 121
- Regulatory AUM
- $84.3M
- AUM share
- 39.5%
- Avg. per client
- $697K
- Clients
- 65
- Regulatory AUM
- $129M
- AUM share
- 60.5%
- Avg. per client
- $1.99M
Total
- Clients
- 186
- Regulatory AUM
- $214M
- AUM share
- 100%
- Avg. per client
- $1.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Coastline Complete Wealth charges 0.75%–1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Stand-Alone Financial Planning
- Stand-alone financial planning is billed at an hourly rate of $250 to $500, negotiable; fees may be invoiced up to 50% upfront.
Brandon Cox owns 75% or more of Coastline Complete Wealth. The leadership team of Coastline Complete Wealth includes Chief Compliance Officer Brandon Cox. It has 3 employees, 2 of them in advisory roles.
Leadership
Brandon CoxOwner, Financial Advisor, and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Coastline Complete Wealth LLC
Brandon Cox
Control person · since August 2025
Besides its headquarters, Coastline Complete Wealth has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Georgia and South Carolina.
Georgia · 1 listed address
- 7 N Marsh RD, Savannah
South Carolina · 1 listed address
- 255 New Riverside Village W Way, Unit 202, BlufftonHQ
Contact and registration details
- Legal name
- Coastline Complete Wealth LLC
- Headquarters
- 255 New Riverside Village W Way, Unit 202, Bluffton, SC 29910
- Website
- coastlinecw.com
- Phone
- 843-379-1300
- SEC file
- 801-134400
- Founded
- 2023
- Structure
- South Carolina LLC
- Fiscal year end
- December
Coastline Complete Wealth uses Raymond James ($214M) as custodian for its separately managed accounts. Coastline Complete Wealth has custody of $184M in client assets for 186 clients.
- Raymond JamesRaymond James Financial Services · St. Petersburg, FL · $214M100%
At year end, Coastline Complete Wealth’s separately managed accounts were mostly in stocks (77%) and funds (13%). Its reported 13F holdings for the quarter ended 31 March 2026 total $161M across 55 positions; the largest are Vanguard Specialized Funds (13.5%), Vanguard Admiral Fds Inc. (8.7%) and Vaneck ETF Trust (7.4%).
What the accounts hold
- Stocks77%
- Funds13%
- Bonds3%
- Cash7%
Reported 13F holdings
- $161M
- Reported 13F value
- 55
- Positions
- 62.9%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Specialized Funds · Div App ETF13.5%
- Vanguard Admiral Fds Inc. · 500 Grth Idx F8.7%
- Vaneck ETF Trust · Mrngstr Wde Moat7.4%
- Vanguard Index Fds · Mid Cap ETF7.1%
- iShares TR · Core S&P Scp ETF6.9%
- Fidelity Comwlth TR · Nasdaq Compsit5.3%
- iShares TR · S&P 500 Grwt ETF4.2%
- iShares TR · Core S&P500 ETF3.4%
- Invesco Exch Trd Slf Idx FD · Bulshs 2027 CB3.2%
- Invesco Exch Trd Slf Idx FD · Invsco Blsh 283.2%
Together, the ten largest are 62.9% of reported value.
How many clients does Coastline Complete Wealth have?
Coastline Complete Wealth has 186 clients and manages $214 million for them, as of August 2026. They include 121 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does Coastline Complete Wealth offer?
Coastline Complete Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Coastline Complete Wealth charge?
Coastline Complete Wealth charges 0.75%–1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and requires an account of at least $250,000.
Which custodians does Coastline Complete Wealth use?
Coastline Complete Wealth’s separately managed account assets are held at Raymond James Financial Services (St. Petersburg, FL), with $214M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does Coastline Complete Wealth have?
Coastline Complete Wealth has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Coastline Complete Wealth invest in?
At the end of its last fiscal year, Coastline Complete Wealth’s separately managed accounts held 77% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 3% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Coastline Complete Wealth have a minimum investment?
Yes, Coastline Complete Wealth’s minimum account size for its Wealth Management Services is $250K.
Who owns Coastline Complete Wealth?
Coastline Complete Wealth’s direct owner is Brandon Cox (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does Coastline Complete Wealth get paid?
Coastline Complete Wealth is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Coastline Complete Wealth?
Coastline Complete Wealth’s main office is at 255 New Riverside Village W Way, Unit 202, Bluffton, SC 29910. Its phone number is 843-379-1300. Its website is coastlinecw.com.