{"url":"https://nivawealth.com/firms/coastline-complete-wealth-338227","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/338227","regulatoryAum":213631245,"crd":"338227","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7530027","suffix":null,"lastName":"BRYANT","firstName":"JORDAN","middleName":"ANDREW"},{"crd":"5829183","suffix":null,"lastName":"Cox","firstName":"Brandon","middleName":"Michael"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134400","legalName":"Coastline Complete Wealth LLC","displayName":"Coastline Complete Wealth","slug":"coastline-complete-wealth-338227","website":"https://coastlinecw.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/338227/0a8edeae623b983f-r1.webp","tone":"light","width":958,"height":200,"sourceUrl":"https://www.coastlinecw.com/","sourceLabel":"Coastline Complete Wealth LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2023","organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"255 New Riverside Village W Way, Unit 202","city":"Bluffton","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29910"},"tradeNames":[],"registration":{"secApproved":"18 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1148555.0806451612,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":213631245,"discretionary":213631245,"discretionaryAccounts":507,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":184120657,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":121,"regulatoryAum":84339593},{"label":"High-net-worth individuals","clients":65,"regulatoryAum":129291652}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053754","versionId":1053754,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-08-03","documentName":"ADV PART 2A & 2B","fee_rate_low":0.75,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":250000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Stand-Alone Financial Planning","summary":"Stand-alone financial planning is billed at an hourly rate of $250 to $500, negotiable; 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Coastline Complete Wealth offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Coastline Complete Wealth charge?","answer":"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.","source":"ADV PART 2A & 2B, filed 3 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Coastline Complete Wealth use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Coastline Complete Wealth have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Coastline Complete Wealth invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Coastline Complete Wealth have a minimum investment?","answer":"Yes, Coastline Complete Wealth’s minimum account size for its Wealth Management Services is $250K.","source":"ADV PART 2A & 2B, filed 3 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Coastline Complete Wealth?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Coastline Complete Wealth get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Coastline Complete Wealth?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}