DBA: ADVISOR.COM
| Total AUM | $126.8M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $126.8M |
| Client Accounts | 2,029 |
| Avg Account Size | $63K |
| Employees | 12 |
| Peak AUM | $126.8MMar 2026 |
| AUM CAGR | +54.4% /yrover 2 yrs · 7 filings |
Total AUM
$127M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $127M | +147.2% | +54.4% | — | |
| Non-Disc. AUM | $127M | ||||
| Total AUM | $126.8M |
| Discretionary | $0 |
| Employees | 12 |
| Client Accounts | 2029 |
| Client Range | More than 500 |
Address
525 KING STREET
CHARLESTON SC 29403
Phone
843-284-6261
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$127M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +147.2% |
| +54.4% |
| — |
| Total Accounts | 2k | +241.6% | +146.4% | — |
| Avg Account Size | $62,504.073 | 27.6% | 37.3% | — |
| Employees | 12 | 0.0% | +17.6% | — |
| AUM / Employee | $11M | +147.2% | +31.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $127M | +147.2% | +54.4% | — | |
Client Count Segments | |||||
| HNW Clients | 403 | 32.2% | +29.1% | — | |
| Individuals | 23 | — | — | — | — |