Charleston Financial Advisors, LLC
● SEC registered since 2016CRD 137536SEC# 801-107090Charleston, SC
Reg. AUM
$262.4M
Employees
5
Accounts
643
Location
Charleston, SC
Charleston Financial Advisors, LLC assets under management
Charleston Financial Advisors, LLC is an SEC-registered investment adviser based in Charleston, SC. The firm has been registered since 2016. It reports $262.4 million in regulatory assets under management and employs 5 people.
Charleston Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Diane Hall Blackwelder Control | Principal, Chief Compliance Officer | 50-75% | 2018 |
| Myles Burdell Brandt Control | Principal | 50-75% | 2018 |
Frequently asked questions
How much does Charleston Financial Advisors, LLC manage?
Charleston Financial Advisors, LLC reports $262.4 million in regulatory assets under management on its Form ADV.
How many employees does Charleston Financial Advisors, LLC have?
Charleston Financial Advisors, LLC reports 5 employees.
Where is Charleston Financial Advisors, LLC located?
Charleston Financial Advisors, LLC is based in Charleston, SC and has been SEC-registered since 2016.
Does Charleston Financial Advisors, LLC disclose fund performance?
Charleston Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4 North Atlantic Wharf, Suite 200, Charleston, SC 29401-2168 |
| Phone | 843-722-3331 |
| Fax | 843-408-4622 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262.4M▲ 25%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$262.4Mregulatory AUM
Discretionary $250.7MNon-discretionary $11.7M