RIA Intel›Advisers›South Carolina›CHARLESTON INVESTMENT ADVISORS, LLC

CHARLESTON INVESTMENT ADVISORS, LLC

Advisory

N·MT. PLEASANT, SC

Data as of Feb 2, 2024 · Source: SEC Form ADV

Total AUM
$141M
1-Year AUM Growth
+3.4%
3-Year CAGR
+0.6%
Employees
2
Assets Under Management
Total AUM$141M
Discretionary AUM$0
Non-Discretionary AUM$141M
Discretionary %0%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingMay 24, 2022
Latest FilingFeb 2, 2024
🔒 Full AUM trend chart and 5 historical filings spanning 2+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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