RIA Intel›Advisers›South Carolina›LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

Advisory

MT. PLEASANT, SC

Data as of Jul 5, 2026 · Source: SEC Form ADV

Rank in SC

#145

of 188 advisers by AUM

Average account

$494K

across 170 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 5, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$84M

Discretionary AUM$0

Non-Discretionary AUM$84M

Discretionary %0%

Total Clients170

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

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

170 clients

17 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.

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MACAULAY & ASSOCIATES, LLC

$81M

WOODSIDE, BETH WRIGHT

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