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
Eagles Coast Wealth Management, LLC
Latest filing Nov 30, 2023
First filing on the tape Jan 11, 2023 · 8 filings
RAUM
$25.4M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
100%
$25.4M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$12.7M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$25.4M as of Nov 30, 2023
Jan 11, 2023$25.5M then
HNW client RAUM$11.8M as of Nov 30, 2023
Jan 11, 2023$11.8M then
State-registered IARs (5.B.3)2 as of Nov 30, 2023
Jan 11, 20235 then
Employees (5.A)4 as of Nov 30, 2023
Jan 11, 20239 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Nov 30, 2023; every figure names its basis
- RAUM per advisor
- $12.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 53derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $157,610derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 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)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$13.5M53%
- High-net-worth individuals$11.8M47%
- Individual clients
- 100reported
- HNW clients
- 5reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 161reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- absent from the latest SEC rosterderived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Paul S Martin | Daniel Island, Sc | Sep 4, 2018 | 20 y | 7 |
| Matthew Stone | Hoboken, Nj | Apr 21, 2025 | 26 y | 5 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Cheryl C Blakey to Protection Point AdvisorsOct 3, 2023 · RIA to RIA
- Allen Ross Tyndall to Seaside Wealth Advisors LLCJul 29, 2023 · RIA to RIA
Joined, latest
- Cheryl C Blakey from Santander SecuritiesOct 9, 2019 · Affiliated broker-dealer or bank to independent RIA
- Matthew Stone from Sandlapper Wealth Management, LLCOct 31, 2018 · RIA to RIA
- Paul S Martin from Sandlapper Wealth Management, LLCSep 4, 2018 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Igor Falkovich · Chief Compliance Officercontrolsince 01/2020 · owns less than 5%
- Igor Ilya Falkovich · Chief Operating Officercontrolsince 05/2018 · owns less than 5%
- S Paul Martin · Chief Executive Officercontrolsince 05/2018 · owns less than 5%
- S Paul Martin · Managing Membercontrolsince 05/2018 · owns 50% to 75% of Eagles Nest Holdings, LLC
- Igor Ilya Falkovich · Managing Membersince 05/2018 · owns 25% to 50% of Eagles Nest Holdings, LLC
Entity owners
- Eagles Coast Holdings, LLC · Ownerdirect · owns 10% to 25%
- Eagles Nest Holdings, LLC · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- Eagles Coast Capital, LLCbroker-dealern
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Daniel Island, Sc | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Advisory employees · 5 to 3Sep 29, 2023 to Nov 28, 2023
- BD registered reps · 5 to 3Sep 29, 2023 to Nov 28, 2023
- Employees · 6 to 4Sep 29, 2023 to Nov 28, 2023
- State-registered IARs · 3 to 2Sep 29, 2023 to Nov 28, 2023
- Other offices · 2 to 1Sep 29, 2023 to Nov 28, 2023
- Other offices · 3 to 2Feb 27, 2023 to Sep 29, 2023
- Accounts · 139 to 161Feb 8, 2023 to Feb 27, 2023
- BD registered reps · 4 to 5Feb 8, 2023 to Feb 27, 2023
- HNW clients · 4 to 5Feb 8, 2023 to Feb 27, 2023
- Individual clients · 68 to 100Feb 8, 2023 to Feb 27, 2023
- Employees · 9 to 6Feb 8, 2023 to Feb 27, 2023
- State-registered IARs · 5 to 3Feb 8, 2023 to Feb 27, 2023
- Discretionary RAUM · $24.5M to $25.1MFeb 8, 2023 to Feb 27, 2023
- HNW RAUM · $11.8M to $11.8MFeb 8, 2023 to Feb 27, 2023
- Individual RAUM · $13.7M to $13.5MFeb 8, 2023 to Feb 27, 2023
- Non-discretionary RAUM · $1.0M to $239,415Feb 8, 2023 to Feb 27, 2023
- RAUM · $25.5M to $25.4MFeb 8, 2023 to Feb 27, 2023
Signals
3 dated events
- Cheryl C Blakey left Eagles Coast Wealth Management, Llc for Protection Point Advisors (registered 2023-10-11)Oct 3, 2023 · Advisor changed firm · fact
- Allen Ross Tyndall left Eagles Coast Wealth Management, Llc for Seaside Wealth Advisors Llc (registered 2023-07-31)Jul 29, 2023 · Advisor changed firm · fact
- Eagles Coast Wealth Management, Llc filed its initial SEC registration (Form ADV)Jan 11, 2023 · 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.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eagles-coast-securities-llpreportedpublic record, Form ADV, Sep 17, 2026
- Website
- EAGLESWM.COMreportedpublic record, Form ADV, Sep 17, 2026
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
- $12.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026