Advr, Inc
● SEC registered since 2023CRD 318823SEC# 801-128856Charleston, SC
Reg. AUM
$126.8M
Employees
12
Accounts
2,029
Location
Charleston, SC
Advr, Inc assets under management
Advr, Inc is a registered investment adviser overseen by the SEC based in Charleston, SC. The firm has been registered since 2023. It reports $126.8 million in regulatory assets under management and employs 12 people.
Advr, Inc owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1120 Holdings, LLC | Shareholder | Under 5% | 2025 |
| Chris J Mettler | Shareholder | 5-10% | 2022 |
| Hunter Stunzi Control | Ceo, Chief Compliance Officer | 25-50% | 2022 |
| Jane Rountree Eudy | Shareholder | 5-10% | 2022 |
| Scott Schumacher Howell | Shareholder | Under 5% | 2024 |
| Steven Dean Swanson | Shareholder | 5-10% | 2022 |
| Walkabout Ventures Fund III LP Control | Shareholder | 10-25% | 2025 |
| Joshua Diamond Control | Managing Member | — | 2023 |
| Kevin Bhalchandra Bhatt | Managing Member | — | 2025 |
| Walkabout Ventures SPV III GP LLC Control | Managing Member | — | 2025 |
Frequently asked questions
How much does Advr, Inc manage?
Advr, Inc reports $126.8 million in regulatory assets under management on its Form ADV.
How many employees does Advr, Inc have?
Advr, Inc reports 12 employees.
Where is Advr, Inc located?
Advr, Inc is based in Charleston, SC and has been SEC-registered since 2023.
Does Advr, Inc disclose fund performance?
Advr, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 525 King Street, Ste B, Charleston, SC 29403 |
| Phone | 843-284-6261 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.8M▲ 147%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$126.8Mregulatory AUM
Discretionary $0Non-discretionary $126.8M