Palmetto Coast Advisors, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 270012
· Mt. Pleasant, SC
· www.linkedin.com
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ADV data as of Jun 19, 2026
- Regulatory AUM
- $54.9M
- Discretionary
- $54.9M
- Clients
- 66
- Avg AUM / client
- $832K
- Accounts
- 171
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $14.3M | 26.0% |
| High net worth individuals | 22 | $29.4M | 53.6% |
| Pension and profit sharing plans | 3 | $8.0M | 14.5% |
| Corporations and other businesses | 1 | $3.2M | 5.88% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael John Kreft | Registered representative | Chartered Financial Consultant | Sep 2015 (11y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/19/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 19, 2026.
View current Form ADV (SEC/IAPD) ↗