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| Keyboard |
| Charleston Financial Advisors LLC
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|---|---|
| CRD # | 137536 |
| SEC # | 801-107090 |
| CIK # | |
| AUM | 262.4 M (2026-03-16) |
| 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) | 108 | 43.2 |
| (b) Individuals (high net worth individuals) | 88 | 210.8 |
| (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 | 5 | 6.4 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 1 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 262.4 |
| By Discretionary | ||
| Discretionary | 626 | 250.7 |
| Non-Discretionary | 17 | 11.7 |
| Total | 643 | 262.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 262.4 | |
| Total | 643 | 262.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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Stark Wealth Management LLC
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PFC Capital Group Inc
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|
Trippon Wealth Management Group LLC
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|
Timecapital Investor Advisory Services Inc
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|
J Team Financial Inc
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