Waypoint Strategic Advisors, LLC
CRD 152077SEC# 801-120800Summerville, SC
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
4
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 4 people.
Waypoint Strategic Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Don Coakley Control | Elected Manager | 5-10% | 2004 |
| David Pierre Plaisance Control | Elected Manager | Under 5% | 2001 |
| Joe Edger Young Control | Managing Member | 50-75% | 2001 |
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Join to unlock · $37/moFrequently 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 4 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
| Address | 10570 Dorchester Rd., Summerville, SC 29485 |
| Office hours | 9:00a.m. -5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$136.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$136.3Mregulatory AUM
Discretionary $0Non-discretionary $136.3M