DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Waypoint Strategic Advisors

Former SEC-registered adviserSummerville, South CarolinaCRD 152077SEC 801-120800website IAPD

Legal name Waypoint Strategic Advisors, LLC

Latest filing Jan 16, 2026

First filing on the tape Mar 22, 2012 · 14 filings

SEC status approved since Apr 15, 2021

RAUM

$136M

reported, Item 5.F

Discretionary

0.0%

of RAUM

Private clients

100%

$136M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

14 filings and snapshots on the tape

RAUM$136M as of Jan 16, 2026

Mar 22, 2012$39.0M then

HNW client RAUM$62.1M as of Jan 16, 2026

Mar 29, 2022$77.2M then

State-registered IARs (5.B.3)4 as of Jan 16, 2026

Mar 22, 20120 then

Employees (5.A)4 as of Jan 16, 2026

Mar 29, 20228 then

Private funds: no history

RAUM +0.0% over the last fiscal year+5.9% a year over threeIARs 7 to 4offices 3 to 2

Practice profile

derived from the filing of Jan 16, 2026; every figure names its basis

RAUM per advisor: $34.1MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 106derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.2MderivedHNW RAUM over HNW clients
Average account: $187,225derivedRAUM over accounts (5.F.2.f)
Discretionary: 0.0%derivedof RAUM
Institutional: 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.0derivedItem 5.A over advisors
Advisors per office: 1.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +0.0%derivedbetween the last two annual amendments
Advisor growth, one year: -43%derivedItem 5.B.3 between annual amendments
Client growth, one year: +0.0%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Individuals$74.1M54%
High-net-worth individuals$62.1M46%
Charitable organizations$100,0000.1%

Individual clients: 372reported
HNW clients: 53reported
Pension plan clients: n/areported
Charitable clients: 1reported
Accounts: 728reported
Financial planning clients: 11-25reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: absent from the latest SEC rosterderived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

6 left, 0 joined in 12 months

net -6 in 12 months0 left in 90 days0 joined in 90 days7 left over 36 months

Left, latest

Robert Brent Smith to Farther
Mar 31, 2026 · RIA to RIA
Joseph David Casselman to Farther
Mar 31, 2026 · RIA to RIA
Matthew Scott Coakley to Farther
Mar 31, 2026 · RIA to RIA
Benjamin Don Coakley to Farther
Mar 31, 2026 · RIA to RIA
Joe Edgar Young to Farther
Jan 16, 2026 · RIA to RIA
David Pierre Plaisance to Farther
Jan 16, 2026 · RIA to RIA
Tyler Steven Campbell to Osaic Wealth, Inc.
Mar 18, 2025 · RIA to affiliated broker-dealer or bank

Joined, latest

Joseph David Casselman from Casselman Financial Strategies
May 14, 2019 · Other
Matthew Scott Coakley from Strategic Financial Decisions, LLC
Dec 13, 2010 · Other
Benjamin Don Coakley from Strategic Financial Decisions, LLC
Dec 13, 2010 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

3 left for Farther
Mar 31, 2026 · Summerville, Sc · Firm absorbed
2 left for Farther
Jan 16, 2026 · Asheville, Nc

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Don Benjamin Coakley · Elected Managercontrol
since 12/2004 · owns 5% to 10%
Scott Matthew Coakley · Chief Compliance Officercontrol
since 10/2009 · owns less than 5%
Eugene Richard Coakley · Managing Membercontrol
since 12/2004 · owns 25% to 50%
Pierre David Plaisance · Elected Managercontrol
since 10/2001 · owns less than 5%
Edger Joe Young · Managing Membercontrol
since 10/2001 · owns 50% to 75%

Related persons

Schedule D 7.A

No related person reported.

Office movement

IAPD branch city; joins and departures in 12 months

Office	Left	Teams out
Asheville, Nc	2	1
Summerville, Sc · principal	3
Arlington, Tx	1

Offices

Schedule D 1.F, the 25 largest

Asheville, NC2 employees
, 1 employees

What changed

consecutive filings, newest first

Advisory employees · 7 to 4
Mar 18, 2025 to Jan 16, 2026
Employees · 7 to 4
Mar 18, 2025 to Jan 16, 2026
State-registered IARs · 7 to 4
Mar 18, 2025 to Jan 16, 2026
Other offices · 3 to 2
Mar 18, 2025 to Jan 16, 2026
Accounts · 737 to 728
Feb 29, 2024 to Mar 18, 2025
Advisory employees · 8 to 7
Feb 29, 2024 to Mar 18, 2025
HNW clients · 42 to 53
Feb 29, 2024 to Mar 18, 2025
Individual clients · 417 to 372
Feb 29, 2024 to Mar 18, 2025
Employees · 8 to 7
Feb 29, 2024 to Mar 18, 2025
Financial planning clients · 11-25 to 11-25
Feb 29, 2024 to Mar 18, 2025
State-registered IARs · 8 to 7
Feb 29, 2024 to Mar 18, 2025
HNW RAUM · $65.2M to $62.1M
Feb 29, 2024 to Mar 18, 2025
Individual RAUM · $64.7M to $74.1M
Feb 29, 2024 to Mar 18, 2025
Non-discretionary RAUM · $130M to $136M
Feb 29, 2024 to Mar 18, 2025
RAUM · $130M to $136M
Feb 29, 2024 to Mar 18, 2025
Accounts · 740 to 737
Mar 13, 2023 to Feb 29, 2024
HNW clients · 48 to 42
Mar 13, 2023 to Feb 29, 2024
Individual clients · 375 to 417
Mar 13, 2023 to Feb 29, 2024
Financial planning clients · 26-50 to 11-25
Mar 13, 2023 to Feb 29, 2024
HNW RAUM · $72.4M to $65.2M
Mar 13, 2023 to Feb 29, 2024
Individual RAUM · $42.4M to $64.7M
Mar 13, 2023 to Feb 29, 2024
Non-discretionary RAUM · $115M to $130M
Mar 13, 2023 to Feb 29, 2024
RAUM · $115M to $130M
Mar 13, 2023 to Feb 29, 2024
Accounts · 599 to 740
Mar 29, 2022 to Mar 13, 2023
HNW clients · 47 to 48
Mar 29, 2022 to Mar 13, 2023
Individual clients · 344 to 375
Mar 29, 2022 to Mar 13, 2023
HNW RAUM · $77.2M to $72.4M
Mar 29, 2022 to Mar 13, 2023
Individual RAUM · $45.4M to $42.4M
Mar 29, 2022 to Mar 13, 2023
Non-discretionary RAUM · $123M to $115M
Mar 29, 2022 to Mar 13, 2023
RAUM · $123M to $115M
Mar 29, 2022 to Mar 13, 2023
Accounts · 579 to 599
Oct 6, 2021 to Mar 29, 2022
Advisory activities · 4 to 3
Oct 6, 2021 to Mar 29, 2022
HNW clients · 45 to 47
Oct 6, 2021 to Mar 29, 2022
Individual clients · 331 to 344
Oct 6, 2021 to Mar 29, 2022
Financial planning clients · 11-25 to 26-50
Oct 6, 2021 to Mar 29, 2022
HNW RAUM · $64.6M to $77.2M
Oct 6, 2021 to Mar 29, 2022
Individual RAUM · $36.9M to $45.4M
Oct 6, 2021 to Mar 29, 2022
Non-discretionary RAUM · $102M to $123M
Oct 6, 2021 to Mar 29, 2022
RAUM · $102M to $123M
Oct 6, 2021 to Mar 29, 2022
Advisory employees · 7 to 8
Mar 16, 2021 to Apr 19, 2021

Signals

11 dated events

Waypoint Strategic Advisors no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $136.3M)
Apr 1, 2026 · Left the SEC roster · derived
Robert Brent Smith left Waypoint Strategic Advisors for Farther (registered 2025-07-11)
Mar 31, 2026 · Advisor changed firm · fact
Benjamin Don Coakley left Waypoint Strategic Advisors for Farther (registered 2025-08-07)
Mar 31, 2026 · Advisor changed firm · fact
Joseph David Casselman left Waypoint Strategic Advisors for Farther (registered 2025-07-28)
Mar 31, 2026 · Advisor changed firm · fact
Matthew Scott Coakley left Waypoint Strategic Advisors for Farther (registered 2025-08-07)
Mar 31, 2026 · Advisor changed firm · fact
Waypoint Strategic Advisors's advisors moved to Farther (Summerville, SC): 4 of 4 registered, on the same day
Mar 31, 2026 · Firm absorbed (people side) · derived
David Pierre Plaisance left Waypoint Strategic Advisors for Farther (registered 2026-01-20)
Jan 16, 2026 · Advisor changed firm · fact
Joe Edgar Young left Waypoint Strategic Advisors for Farther (registered 2026-01-20)
Jan 16, 2026 · Advisor changed firm · fact
2 advisors left Waypoint Strategic Advisors (Asheville, NC) for Farther on the same day
Jan 16, 2026 · Team lift-out · derived
Tyler Steven Campbell left Waypoint Strategic Advisors for Osaic Wealth, Inc. (registered 2025-08-26)
Mar 18, 2025 · Advisor changed firm · fact
Waypoint Strategic Advisors filed its initial SEC registration (Form ADV)
Mar 16, 2021 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026