RIA Intel›Advisers›South Carolina›BAILEY & ASSOC INVESTMENT MGT AND FINANCIAL PLANNING LLC

BAILEY & ASSOC INVESTMENT MGT AND FINANCIAL PLANNING LLC

Advisory

SC

Data as of Mar 9, 2026 · Source: SEC Form ADV

AUM change, 1 year
-18.9%
8th percentile in SC
AUM CAGR, 3 year
+0.9%
compound annual growth
Average account
$291K
across 110 accounts
AUM per adviser
$32M
1 advisers
Filing history
22
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$32M
1-Year AUM Growth
-18.9%
3-Year CAGR
+0.9%
Employees
1
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$36K
Discretionary %99.9%
Total Clients30
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record22
First FilingFeb 23, 2001
Latest FilingMar 9, 2026
Full AUM trend chart and 22 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

PREMIER WEALTH PARTNERS, LLC
SUMMERVILLE, SC
$32M
CAPITAL DESIGN ADVISORY SERVICES LLC
GREENVILLE, SC
$33M
KD CAPITAL MANAGEMENT, LLC
CHARLESTON, SC
$30M
OLYMPIA ADVISORS LLC
$34M
MATTHEW LAYDON CAPITAL MANAGEMENT LLC.
CHARLESTON, SC
$30M
PATHFINDER PLANNING LLC
$29M

Get the full picture on BAILEY & ASSOC INVESTMENT MGT AND FINANCIAL PLANNING LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BAILEY & ASSOC INVESTMENT MGT AND FINANCIAL PLANNING LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans