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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

WAYPOINT STRATEGIC ADVISORS

WAYPOINT STRATEGIC ADVISORS, LLC, CRD 152077

SUMMERVILLE, 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:91d5a818-e73e-07d9-7577-4c0133df2c60

Data as of Jan 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 11
On other graphs: 0
Observed: Mar 22, 2012 to Jan 16, 2026
14 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: $136MItem 5.F on the latest filing (2026-01-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $136MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 728
Individual clients: 372
High net worth clients: 53
SEC number: 801-120800
CRD: 152077
Filings on the tape: 14
First filed: Mar 22, 2012
Latest filed: Jan 16, 2026
Organised: Limited Liability Company, SC
Website: waypointus.com

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
COAKLEY, BENJAMIN, DON	ELECTED MANAGER	A	yes	12/2004	Mar 22, 2012	Feb 29, 2024
COAKLEY, MATTHEW, SCOTT	CHIEF COMPLIANCE OFFICER	Na	yes	10/2009	Mar 22, 2012	Feb 29, 2024
COAKLEY, RICHARD, EUGENE	MANAGING MEMBER	C	yes	12/2004	Mar 22, 2012	Feb 29, 2024
PLAISANCE, DAVID, PIERRE	ELECTED MANAGER	Na	yes	10/2001	Mar 22, 2012	Feb 29, 2024
YOUNG, JOE, EDGER	MANAGING MEMBER	D	yes	10/2001	Mar 22, 2012	Feb 29, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
Asheville	Nc	United States	2	yes
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
2025	Jan 16, 2026	$136M	$0	4	4	2	n/a	n/a
2024	Mar 18, 2025	$136M	$0	7	7	3	n/a	n/a
2023	Feb 29, 2024	$130M	$0	8	8	3	n/a	n/a
2022	Mar 13, 2023	$115M	$0	8	8	3	n/a	n/a
2021	Mar 29, 2022	$123M	$0	8	8	3	n/a	n/a
2011	Mar 22, 2012	$39.0M	$0	n/a	n/a	n/a	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	6	-6	n/a	0	0	0	0	7

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
2025	$136M	$136M	0.0%	$115M	5.9%	4	7	2	3

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Farther	3	Mar 31, 2026	Aug 7, 2025	SUMMERVILLE, SC	Firm absorbed	RIA to RIA	75.0%
Farther	2	Jan 16, 2026	Jan 20, 2026	ASHEVILLE, NC	Team lift out	RIA to RIA	33.3%

Relationships

Registered with (7)

← Joseph David CasselmanAdvisorregistration: previous registration
May 14, 2019 to Mar 31, 2026factForm ADV
← BENJAMIN DON COAKLEYAdvisorregistration: previous registration
Dec 13, 2010 to Mar 31, 2026factForm ADV
← MATTHEW SCOTT COAKLEYAdvisorregistration: previous registration
Dec 13, 2010 to Mar 31, 2026factForm ADV
← Robert Brent SmithAdvisorregistration: previous registration
Apr 19, 2021 to Mar 31, 2026factForm ADV
← DAVID PIERRE PLAISANCEAdvisorregistration: previous registration
Jan 4, 2011 to Jan 16, 2026factForm ADV
← JOE EDGAR YOUNGAdvisorregistration: previous registration
Dec 7, 2010 to Jan 16, 2026factForm ADV
← TYLER STEVEN CAMPBELLAdvisorregistration: previous registration
Jul 27, 2016 to Mar 18, 2025factForm ADV

Moved with (1)

→ FARTHERRegistered adviser2 advisors, team lift out, same day
Jan 16, 2026 to Jan 20, 2026factForm ADV

Controls (5)

← COAKLEY, RICHARD, EUGENEOwnerMANAGING MEMBER, ownership code C, individual
Mar 22, 2012 to Feb 29, 2024factForm ADV
← PLAISANCE, DAVID, PIERREOwnerELECTED MANAGER, ownership code NA, individual
Mar 22, 2012 to Feb 29, 2024factForm ADV
← YOUNG, JOE, EDGEROwnerMANAGING MEMBER, ownership code D, individual
Mar 22, 2012 to Feb 29, 2024factForm ADV
← COAKLEY, BENJAMIN, DONOwnerELECTED MANAGER, ownership code A, individual
Mar 22, 2012 to Feb 29, 2024factForm ADV
← COAKLEY, MATTHEW, SCOTTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2012 to Feb 29, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2026
Firm absorbed
Waypoint Strategic Advisors's advisors moved to Farther (Summerville, SC): 4 of 4 registered, on the same day
Form ADVobserved 3 days ago
4 advisors
Occurred
Mar 31, 2026
Advisor changed firm
Robert Brent Smith left Waypoint Strategic Advisors for Farther (registered 2025-07-11)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Joseph David Casselman left Waypoint Strategic Advisors for Farther (registered 2025-07-28)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Benjamin Don Coakley left Waypoint Strategic Advisors for Farther (registered 2025-08-07)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2026
Advisor changed firm
Matthew Scott Coakley left Waypoint Strategic Advisors for Farther (registered 2025-08-07)
Form ADVobserved 4 days ago
Occurred
Jan 16, 2026
Team lift-out
2 advisors left Waypoint Strategic Advisors (Asheville, NC) for Farther on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Jan 16, 2026
Advisor changed firm
David Pierre Plaisance left Waypoint Strategic Advisors for Farther (registered 2026-01-20)
Form ADVobserved 4 days ago
Occurred
Jan 16, 2026
Advisor changed firm
Joe Edgar Young left Waypoint Strategic Advisors for Farther (registered 2026-01-20)
Form ADVobserved 4 days ago
Occurred
Mar 18, 2025
Advisor changed firm
Tyler Steven Campbell left Waypoint Strategic Advisors for Osaic Wealth, Inc. (registered 2025-08-26)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2021
First Form ADV filing
Waypoint Strategic Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Apr 1, 2026
Waypoint Strategic Advisors no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $136.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91d5a818-e73e-07d9-7577-4c0133df2c60
First observed: Mar 22, 2012
Last observed: Jan 16, 2026 8 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.

WAYPOINT STRATEGIC ADVISORS

WAYPOINT STRATEGIC ADVISORS, LLC, CRD 152077

SUMMERVILLE, 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:91d5a818-e73e-07d9-7577-4c0133df2c60

Data as of Jan 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COAKLEY, BENJAMIN, DON

ELECTED MANAGER

yes

12/2004

Mar 22, 2012

Feb 29, 2024

COAKLEY, MATTHEW, SCOTT

CHIEF COMPLIANCE OFFICER

yes

10/2009

Mar 22, 2012

Feb 29, 2024

COAKLEY, RICHARD, EUGENE

MANAGING MEMBER

yes

12/2004

Mar 22, 2012

Feb 29, 2024

PLAISANCE, DAVID, PIERRE

ELECTED MANAGER

yes

10/2001

Mar 22, 2012

Feb 29, 2024

YOUNG, JOE, EDGER

MANAGING MEMBER

yes

10/2001

Mar 22, 2012

Feb 29, 2024

City

State

Country

Employees

Also broker-dealer

Asheville

United States

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 16, 2026

$136M

n/a

2024

Mar 18, 2025

$136M

n/a

2023

Feb 29, 2024

$130M

n/a

2022

Mar 13, 2023

$115M

n/a

2021

Mar 29, 2022

$123M

n/a

2011

Mar 22, 2012

$39.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-6

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$136M

0.0%

$115M

5.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Farther

Mar 31, 2026

Aug 7, 2025

SUMMERVILLE, SC

Firm absorbed

RIA to RIA

75.0%

Farther

Jan 16, 2026

Jan 20, 2026

ASHEVILLE, NC

Team lift out

RIA to RIA

33.3%