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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

EAGLES COAST WEALTH MANAGEMENT, LLC

CRD 297423

CHARLESTON, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85679611-bf0e-084d-2b08-45440854b88d

Data as of Nov 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Jan 11, 2023 to Nov 30, 2023
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $25.4MItem 5.F on the latest filing (2023-11-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $25.1M
Private client RAUM: $25.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $12.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 161
Individual clients: 100
High net worth clients: 5
SEC number: 801-127317
CRD: 297423
Filings on the tape: 8
First filed: Jan 11, 2023
Latest filed: Nov 30, 2023
Organised: Limited Liability Company, South Carolina

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL S MARTIN	n/a	DANIEL ISLAND, SC	8	20	7	no
Matthew Stone	n/a	Hoboken, NJ \| DANIEL ISLAND, SC	1	26	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FALKOVICH, IGOR	CHIEF COMPLIANCE OFFICER	Na	yes	01/2020	Jan 11, 2023	Nov 30, 2023
FALKOVICH, ILYA, IGOR	CHIEF OPERATING OFFICER	Na	yes	05/2018	Jan 11, 2023	Nov 30, 2023
MARTIN, PAUL, S	MANAGING MEMBER	D	yes	05/2018	Jan 11, 2023	Nov 30, 2023
MARTIN, PAUL, S	CHIEF EXECUTIVE OFFICER	Na	yes	05/2018	Jan 11, 2023	Nov 30, 2023
EAGLES COAST HOLDINGS, LLC	Owner	B	no	05/2018	Jan 11, 2023	Nov 30, 2023
EAGLES NEST HOLDINGS, LLC	Owner	E	no	05/2018	Jan 11, 2023	Nov 30, 2023
FALKOVICH, ILYA, IGOR	MANAGING MEMBER	C	no	05/2018	Jan 11, 2023	Nov 30, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
EAGLES COAST CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Feb 27, 2023	$25.4M	$25.1M	6	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$25.4M	n/a	n/a	n/a	n/a	4	n/a	1	n/a

Relationships

Registered with (4)

← Matthew StoneAdvisorregistration: previous registration
Oct 31, 2018 to Dec 22, 2023factForm ADV
← PAUL S MARTINAdvisorregistration: current employment
Sep 4, 2018 to presentfactForm ADV
← Cheryl C BlakeyAdvisorregistration: previous registration
Oct 9, 2019 to Oct 3, 2023factForm ADV
← ALLEN ROSS TYNDALLAdvisorregistration: previous registration
Oct 29, 2020 to Jul 29, 2023factForm ADV

Controls (3)

← FALKOVICH, IGOROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 11, 2023 to presentfactForm ADV
← MARTIN, PAUL, SOwnerMANAGING MEMBER, ownership code D, individual
Jan 11, 2023 to presentfactForm ADV
← FALKOVICH, ILYA, IGOROwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Jan 11, 2023 to presentfactForm ADV

Owns (3)

← FALKOVICH, ILYA, IGOROwnerMANAGING MEMBER, ownership code C, individual
Jan 11, 2023 to presentfactForm ADV
← EAGLES COAST HOLDINGS, LLCOwnerOWNER, ownership code B, domestic entity
Jan 11, 2023 to presentfactForm ADV
← EAGLES NEST HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Jan 11, 2023 to presentfactForm ADV

Dated events

Occurred
Oct 3, 2023
Advisor changed firm
Cheryl C Blakey left Eagles Coast Wealth Management, Llc for Protection Point Advisors (registered 2023-10-11)
Form ADVobserved 6 days ago
Occurred
Jul 29, 2023
Advisor changed firm
Allen Ross Tyndall left Eagles Coast Wealth Management, Llc for Seaside Wealth Advisors Llc (registered 2023-07-31)
Form ADVobserved 6 days ago
Occurred
Jan 11, 2023
First Form ADV filing
Eagles Coast Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85679611-bf0e-084d-2b08-45440854b88d
First observed: Jan 11, 2023
Last observed: Nov 30, 2023 34 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EAGLES COAST WEALTH MANAGEMENT, LLC

CRD 297423

CHARLESTON, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:85679611-bf0e-084d-2b08-45440854b88d

Data as of Nov 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:55 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL S MARTIN

n/a

DANIEL ISLAND, SC

Matthew Stone

n/a

Hoboken, NJ | DANIEL ISLAND, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FALKOVICH, IGOR

CHIEF COMPLIANCE OFFICER

yes

01/2020

Jan 11, 2023

Nov 30, 2023

FALKOVICH, ILYA, IGOR

CHIEF OPERATING OFFICER

yes

05/2018

Jan 11, 2023

Nov 30, 2023

MARTIN, PAUL, S

MANAGING MEMBER

yes

05/2018

Jan 11, 2023

Nov 30, 2023

MARTIN, PAUL, S

CHIEF EXECUTIVE OFFICER

yes

05/2018

Jan 11, 2023

Nov 30, 2023

EAGLES COAST HOLDINGS, LLC

Owner

05/2018

Jan 11, 2023

Nov 30, 2023

EAGLES NEST HOLDINGS, LLC

Owner

05/2018

Jan 11, 2023

Nov 30, 2023

FALKOVICH, ILYA, IGOR

MANAGING MEMBER

05/2018

Jan 11, 2023

Nov 30, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

EAGLES COAST CAPITAL, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Feb 27, 2023

$25.4M

$25.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$25.4M

n/a