9AT: EAGLES COAST WEALTH MANAGEMENT, LLC

EAGLES COAST WEALTH MANAGEMENT, LLC

EAGLES COAST WEALTH MANAGEMENT, LLC

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Adviser Profile

As of Date	03/31/2026
Registration	Tennessee, Approved, 05/07/2025
Other registrations (28)	New York, Approved, 04/18/2025 Florida, Approved, 01/06/2025 Texas, Approved, 10/31/2024 New Jersey, Approved, 06/17/2024 California, Approved, 05/24/2024 North Carolina, Approved, 01/10/2024 SEC, Terminated, 12/22/2023 South Carolina, Approved, 12/19/2023 California, Terminated, 03/29/2023 New Jersey, Terminated, 03/10/2023 North Carolina, Terminated, 03/01/2023 Pennsylvania, Terminated, 02/28/2023 California, Termination Requested, 02/27/2023 New Jersey, Termination Requested, 02/27/2023 North Carolina, Termination Requested, 02/27/2023 Pennsylvania, Termination Requested, 02/27/2023 South Carolina, Termination Requested, 02/27/2023 Texas, Termination Requested, 02/27/2023 South Carolina, Terminated, 02/27/2023 Texas, Terminated, 02/27/2023 SEC, Approved, 02/09/2023 Connecticut, Terminated, 12/06/2021 North Carolina, Approved, 10/29/2020 California, Approved, 05/11/2020 Texas, Conditional Restricted, 01/13/2020 Pennsylvania, Approved, 10/09/2019 New Jersey, Approved, 09/25/2018 South Carolina, Approved, 09/04/2018
Former registrations	EAGLES COAST WEALTH MANAGEMENT, LLC
ADV Location	DANIEL ISLAND, SC, United States
Contact Info	(84 xxxxxxx
Websites

AUM^*	50,104,679 54%
of that, discretionary	50,104,679 54%
Number of Employees	2 -33%
of those in investment advisory functions	2 -33%
Private Fund GAV^*	0
Avg Account Size	206,192 49%
% High Net Worth	9.30% -1%
SMA’s	No
Private Funds	0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Eagles Coast Wealth Management, LLC (“ECWM”) was established in 2018 and applied for registration as a Registered Investment Adviser in 2018. Paul S. Martin and Ilya Falkovich are the principal owners of ECWM through their ownership of Eagles Nest Holdings, LLC and Eagles Coast Holdings, LLC. Types of Advisory Services ECWM provides advisory services, giving continuous advice based on the client’s individual needs. Through personal discussions in which goals and objectives based upon the client’s personal objectives are established, the ECWM will develop a personal investment policy based upon an investment objective questionnaire and manage the portfolio according to the criteria. ECWM will appraise and review, at least quarterly the account, as initially accepted by IA, together with all additions, substitutions and alterations thereto; and to render to Client at least quarterly a written statement of the investments of the account. This statement will come directly from a Custodian. Each client has the ability to impose reasonable restrictions on the management of his/her account, including the designation of particular securities or types of securities that should not be purchased for the account, or that should be sold if held in the account. If a client’s instructions are unreasonable or an Investment Advisor Representative believes that the instructions are inappropriate for the client, ECWM will notify the client that, unless the instructions are modified, it will cancel the instructions in the client’s account. A client will not be able to provide instructions that prohibit or restrict the Investment Adviser of an open-end or closed-end mutual fund or ETF with respect to the purchase or sale of specific securities or types of securities within the fund. ECWM does

not offer a wrap fee program. ECWM may manage assets on a non-discretionary or discretionary basis as authorized in writing in the advisory agreement. As of December 31, 2022, we managed 161 accounts with $ 25375254 in discretionary assets and 5 accounts with $239,415.19 in non- discretionary assets. We may also recommend to appropriate advisory clients:
• Investments in private placement offerings and/or limited investment partnerships (i.e., hedge funds and venture capital funds); and/or Other pooled investment vehicles including those organized and sponsored by ECWM, the EC Capital Partners, LP. Investments in these types of private investment vehicles:
• Are not registered with or regulated by the SEC.
• Are available only to clients that are deemed to be an “accredited investor” in accordance with the requirements set forth in applicable laws, rules and regulations.
• Typically require investors to lock-up their assets for a period of time.
• Can have limited or no liquidity.
• Involve different risks than investing in registered funds and other publicly offered and traded securities.
• Are only recommended when consistent with the client’s stated investment objectives, tolerance for risk, liquidity and suitability.
• Additional information about the fees related to such investments is included in the private offering documents provided to prospective investors.
• We rely on the evaluation and performance data provided directly from the private investment vehicles. Private investment vehicles are often delayed in providing us with this information, which will delay us in reporting this information to clients. Investments in the EC Capital Partners, LP is now closed and no new subscribers are being accepted.