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MISSIONAL ADVISOR GROUP LLC

Advisory

MOUNT PLEASANT, SC

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account
$162K
across 260 accounts
AUM per adviser
$42M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$42M
Discretionary %
100%
Clients
140
Employees
1

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$42M
Discretionary AUM$42M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients140
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, SC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

GAMBIT SECURITIES, INC.
CHARLESTON, SC
$42M
+4.7% 1Y
HARRISON, WILLIAM BENJAMIN
GREENVILLE, SC
$42M
+6.5% 1Y
JONAS BRITTAIN GLENN INC.
SPARTANBURG, SC
$43M
+1.9% 1Y
BECKWITH FINANCIAL ADVISORS, INC.
GREENVILLE, SC
$41M
+6.0% 1Y
ROGERS FINANCIAL ADVISORY GROUP, LLC
GREENVILLE, SC
$43M
JHH WEALTH, LLC
GREENVILLE, SC
$41M
0.0% 1Y

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