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

CHARLESTON WEALTH ADVISORS, LLC

Advisory

MOUNT PLEASANT, SC

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

Rank in SC

#150

of 188 advisers by AUM

Average account

$308K

across 263 accounts

AUM per adviser

$81M

1 advisers

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

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$81M

Discretionary AUM$79M

Non-Discretionary AUM$2M

Discretionary %97%

Total Clients78

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, SC, TX

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

78 clients

37 high-net-worth

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

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

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SOUTHPORT CAPITAL INC

$82M

PENDLETON STREET ADVISORS, LLC

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