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Waypoint Strategic Advisors, LLC

CRD 152077SEC# 801-120800Summerville, SC
Export (members)
No longer SEC-registered. Waypoint Strategic Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$136.3M
Employees
7
Accounts
728
Location
Summerville, SC

Waypoint Strategic Advisors, LLC assets under management

Waypoint Strategic Advisors, LLC is an investment advisory firm registered with the SEC based in Summerville, SC. It reports $136.3 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Waypoint Strategic Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Benjamin Don Coakley ControlElected Manager5-10%2004
David Pierre Plaisance ControlElected ManagerUnder 5%2001
Joe Edger Young ControlManaging Member50-75%2001
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Frequently asked questions

How much does Waypoint Strategic Advisors, LLC manage?

Waypoint Strategic Advisors, LLC reports $136.3 million in regulatory assets under management on its Form ADV.

How many employees does Waypoint Strategic Advisors, LLC have?

Waypoint Strategic Advisors, LLC reports 7 employees.

Where is Waypoint Strategic Advisors, LLC located?

Waypoint Strategic Advisors, LLC is based in Summerville, SC.

Does Waypoint Strategic Advisors, LLC disclose fund performance?

Waypoint Strategic Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10570 Dorchester Rd., Summerville, SC 29485
Office hours9:00a.m. -5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$136.3M
Total (RAUM)$136.3M