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| Websterrogers Financial Advisors LLC
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|---|---|
| CRD # | 121006 |
| SEC # | 801-61500 |
| CIK # | 0001841757 |
| AUM | 460.5 M (2026-03-06) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 843-665-6321 |
| Address | 1411 Second Loop Road Florence, SC 29505-2801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001841757 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 242 | 84.3 |
| (b) Individuals (high net worth individuals) | 73 | 346.2 |
| (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 | 13 | 3.9 |
| (h) Charitable organizations | 0 | 14.8 |
| (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 | 0 | 11.2 |
| (n) Other | 0 | 0.0 |
| Total | 810 | 460.5 |
| By Discretionary | ||
| Discretionary | 803 | 459.7 |
| Non-Discretionary | 7 | 0.8 |
| Total | 810 | 460.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 460.5 | |
| Total | 810 | 460.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001841757] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail |
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