RIA Intel›Advisers›South Carolina›GREENSIDE FINANCIAL, LTD

GREENSIDE FINANCIAL, LTD

Advisory

SC

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account

$398K

across 97 accounts

AUM per adviser

$39M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$39M

Discretionary AUM$0

Non-Discretionary AUM$39M

Discretionary %0%

Total Clients32

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InDE, 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

32 clients

11 high-net-worth

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.

J. BENJAMIN FINANCIAL, LLC

MOUNT PLEASANT, SC

$38M

MATTHEWS WEALTH MANAGEMENT LLC

$39M

LIBERTY ADVISORS, LLC

$38M

COEN & DENSMORE INC

$37M

CHESNEY AND COMPANY LLC

$40M

GREENVILLE CAPITAL ADVISORS, LLC

$40M

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