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Owner, Financial Advisor, and Chief Compliance Officer · Coastline Complete Wealth LLC

Brandon M. Cox

CRD 5829183 · Named on Form ADV at one SEC-registered adviser

At a glance

Coastline Complete Wealth LLC, an SEC-registered wealth manager based in Bluffton, SC with $214 million in regulatory assets, lists Brandon M. Cox on its Form ADV as Owner, Financial Advisor, and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Brandon’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.