Match Grade Advisors, LLC
● SEC registered since 2018CRD 299181SEC# 801-114348Greenville, SC
Reg. AUM
$479.4M
Employees
8
Accounts
372
Location
Greenville, SC
Match Grade Advisors, LLC assets under management
Match Grade Advisors, LLC is an investment advisory firm registered with the SEC based in Greenville, SC. The firm has been registered since 2018. It reports $479.4 million in regulatory assets under management and employs 8 people.
Match Grade Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Carson Vaughan Control | Chief Compliance Officer | Under 5% | 2018 |
| Ray William Welch Control | Co-Managing Member | Under 5% | 2018 |
| Retirement Funding Advisors, LLC Control | 50% Owner Of Match Grade Advisors, Llc | 50-75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Match Grade Advisors, LLC manage?
Match Grade Advisors, LLC reports $479.4 million in regulatory assets under management on its Form ADV.
How many employees does Match Grade Advisors, LLC have?
Match Grade Advisors, LLC reports 8 employees.
Where is Match Grade Advisors, LLC located?
Match Grade Advisors, LLC is based in Greenville, SC and has been SEC-registered since 2018.
Does Match Grade Advisors, LLC disclose fund performance?
Match Grade Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Pettigru St, Greenville, SC 29601 |
| Phone | 864-250-0661 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$479.4M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$479.4Mregulatory AUM
Discretionary $302.4MNon-discretionary $177M