Overview
Assets Under Management: $211 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
CHARLESTON FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137536), CHARLESTON FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
CHARLESTON FINANCIAL ADVISORS, LLC is headquartered in CHARLESTON, SC.
CHARLESTON FINANCIAL ADVISORS, LLC serves 82 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, CHARLESTON FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CHARLESTON FINANCIAL ADVISORS, LLC manages $211 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, CHARLESTON FINANCIAL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 595
Discretionary Accounts: 574
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 137536
Last Filing Date: 2025-01-16 00:00:00
Website: https://charlestonfinancial.net