|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Charleston Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 137536 |
| SEC # | 801-107090 |
| CIK # | |
| AUM | $233.5 M (2025-03-18) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 843-722-3331 |
| Address | 4 North Atlantic Wharf Charleston, SC 29401-2168 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 37.0 |
| (b) Individuals (high net worth individuals) | 82 | 179.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.7 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 8.3 |
| (n) Other | 1 | 0.5 |
| Total | 605 | 233.5 |
| By Discretionary | ||
| Discretionary | 590 | 223.9 |
| Non-Discretionary | 15 | 9.7 |
| Total | 605 | 233.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.5 | |
| Total | 605 | 233.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
LotusGroup Advisors LLC
✚
|
CO | 0.2 |
|
AWM Financial Services Inc
✚
|
TX | 0.2 |
|
Prota Financial LLC
✚
|
TX | 0.2 |
|
Axiom Investment Management LLC
✚
|
NY | 0.2 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.2 |
|
CW O'Conner Wealth Advisors Inc
✚
|
GA | 0.2 |
|
Capstone Wealth Management Group LLC
✚
|
OR | 0.2 |
|
Riverbend Wealth Management LLC
✚
|
SC | 0.2 |
|
Worth Financial Advisory Group LLC
✚
|
NC | 0.2 |