Overview
Assets Under Management: $141 million
Headquarters: MT. PLEASANT, SC
High-Net-Worth Clients: 40
Average Client Assets: $2.4 million
Frequently Asked Questions
CHARLESTON INVESTMENT 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 #301281), CHARLESTON INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
CHARLESTON INVESTMENT ADVISORS, LLC is headquartered in MT. PLEASANT, SC.
CHARLESTON INVESTMENT ADVISORS, LLC serves 40 high-net-worth clients according to their SEC filing dated February 02, 2024. View client details ↓
According to their SEC Form ADV, CHARLESTON INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CHARLESTON INVESTMENT ADVISORS, LLC manages $141 million in client assets according to their SEC filing dated February 02, 2024.
According to their SEC Form ADV, CHARLESTON INVESTMENT 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.89%
Average Client Assets: $2.4 million
Total Client Accounts: 271
Non-Discretionary Accounts: 271
Regulatory Filings
CRD Number: 301281
Filing ID: 1815698
Last Filing Date: 2024-02-02 13:16:00