Overview
Assets Under Management: $479 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 73
Average Client Assets: $1.5 million
Frequently Asked Questions
MATCH GRADE ADVISORS 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 #299181), MATCH GRADE ADVISORS is subject to fiduciary duty under federal law.
MATCH GRADE ADVISORS is headquartered in GREENVILLE, SC.
MATCH GRADE ADVISORS serves 73 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, MATCH GRADE ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MATCH GRADE ADVISORS manages $479 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, MATCH GRADE ADVISORS 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: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.82%
Average Client Assets: $1.5 million
Total Client Accounts: 372
Discretionary Accounts: 84
Non-Discretionary Accounts: 288
Regulatory Filings
CRD Number: 299181
Filing ID: 2067459
Last Filing Date: 2026-03-24 17:35:47