PPrivate Fund Data Log in Join · $37/mo

Match Grade Advisors, LLC

● SEC registered since 2018CRD 299181SEC# 801-114348Greenville, SC
Export (members)
Reg. AUM
$361M
Employees
5
Accounts
1,037
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 $361 million in regulatory assets under management and employs 5 people.

Match Grade Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
James Carson Vaughan ControlChief Compliance OfficerUnder 5%2018
Ray William Welch ControlCo-Managing MemberUnder 5%2018
Retirement Funding Advisors, LLC Control50% Owner Of Match Grade Advisors, Llc50-75%2018
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Match Grade Advisors, LLC manage?

Match Grade Advisors, LLC reports $361 million in regulatory assets under management on its Form ADV.

How many employees does Match Grade Advisors, LLC have?

Match Grade Advisors, LLC reports 5 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

Address400 Pettigru St, Greenville, SC 29601
Phone864-250-0661
Office hours8 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$361M
Non-discretionary$0
Total (RAUM)$361M