Overview
Assets Under Management: $136 million
Headquarters: SUMMERVILLE, SC
High-Net-Worth Clients: 53
Average Client Assets: $1.2 million
Frequently Asked Questions
WAYPOINT STRATEGIC 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 #152077), WAYPOINT STRATEGIC ADVISORS is subject to fiduciary duty under federal law.
WAYPOINT STRATEGIC ADVISORS is headquartered in SUMMERVILLE, SC.
WAYPOINT STRATEGIC ADVISORS serves 53 high-net-worth clients according to their SEC filing dated January 16, 2026. View client details ↓
According to their SEC Form ADV, WAYPOINT STRATEGIC ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WAYPOINT STRATEGIC ADVISORS manages $136 million in client assets according to their SEC filing dated January 16, 2026.
According to their SEC Form ADV, WAYPOINT STRATEGIC ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.56%
Average Client Assets: $1.2 million
Total Client Accounts: 728
Non-Discretionary Accounts: 728
Regulatory Filings
CRD Number: 152077
Filing ID: 2041185
Last Filing Date: 2026-01-16 09:03:43