Websterrogers Financial Advisors, LLC
● SEC registered since 2002CRD 121006SEC# 801-61500Florence, SC
Reg. AUM
$460.5M
Employees
9
Accounts
810
Location
Florence, SC
Websterrogers Financial Advisors, LLC assets under management
Websterrogers Financial Advisors, LLC operates as an SEC-registered investment adviser based in Florence, SC. The firm has been registered since 2002. It reports $460.5 million in regulatory assets under management and employs 9 people.
Websterrogers Financial Advisors, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Marie Fisher Control | Managing Member, Director | 5-10% | 2014 |
| Dana McCutcheon Jones | Cco/Coo | Under 5% | 2017 |
| Emily Hicks | Member | 5-10% | 2026 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Websterrogers Financial Advisors, LLC manage?
Websterrogers Financial Advisors, LLC reports $460.5 million in regulatory assets under management on its Form ADV.
How many employees does Websterrogers Financial Advisors, LLC have?
Websterrogers Financial Advisors, LLC reports 9 employees.
Where is Websterrogers Financial Advisors, LLC located?
Websterrogers Financial Advisors, LLC is based in Florence, SC and has been SEC-registered since 2002.
Does Websterrogers Financial Advisors, LLC disclose fund performance?
Websterrogers 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 | 1411 Second Loop Road, Florence, SC 29505-2801 |
| Phone | 843-665-6321 |
| Fax | 843-656-1101 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$460.5M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$460.5Mregulatory AUM
Discretionary $459.7MNon-discretionary $827K