RIA Intel›Advisers›South Carolina›CHARLESTON EQUITY PARTNERS, LLC

CHARLESTON EQUITY PARTNERS, LLC

Advisory

CHARLESTON, SC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$8M

across 1 account

AUM per adviser

$8M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$8M

Discretionary %

100%

Clients

1

Employees

4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees4

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

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

SWEETGRASS FINANCIAL PLANNING, LLC

$8M

KINGSLEY FINANCIAL LLC

$8M

TIME & WEALTH MANAGEMENT, LLC

CHARLESTON, SC

$8M

CLIENT FIRST ADVISORS, LLC

$8M

ENVEST ADVISORS, LLC

MYRTLE BEACH, SC

$7M

FLOWRATE FINANCIAL, LLC

MOUNT PLEASANT, SC

$9M

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