Overview
Assets Under Management: $1.2 billion
Headquarters: BEAUFORT, SC
High-Net-Worth Clients: 266
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 266
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 993
Discretionary Accounts: 986
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 119630
Filing ID: 2011285
Last Filing Date: 2025-08-26 10:21:00
Website: https://kbc.team