RIA Intel›Advisers›South Carolina›CALIBRE INVESTMENT MANAGEMENT, LLC

CALIBRE INVESTMENT MANAGEMENT, LLC

Advisory

BLUFFTON, SC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in SC
#135
of 188 advisers by AUM
Average account
$307K
across 345 accounts
AUM per adviser
$53M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$106M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$106M
Discretionary AUM$106M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients152
Team
Total Employees5
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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