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Charleston Financial Advisors, LLC

● SEC registered since 2016CRD 137536SEC# 801-107090Charleston, SC
Export (members)
Reg. AUM
$233.5M
Employees
5
Accounts
605
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 $233.5 million in regulatory assets under management and employs 5 people.
www.charlestonfinancial.netView on SEC.gov ↗

Charleston Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Diane Hall Blackwelder ControlPrincipal, Chief Compliance Officer50-75%2018
Myles Burdell Brandt ControlPrincipal50-75%2018

Frequently asked questions

How much does Charleston Financial Advisors, LLC manage?

Charleston Financial Advisors, LLC reports $233.5 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

Address4 North Atlantic Wharf, Suite 200, Charleston, SC 29401-2168
Phone843-722-3331
Fax843-408-4622
Office hoursBy Appointment
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$223.9M
Non-discretionary$9.7M
Total (RAUM)$233.5M