RIA Intel›Advisers›South Carolina›MONEY POOLE...SOLUTIONS FOR LIFE, LLC

MONEY POOLE...SOLUTIONS FOR LIFE, LLC

Advisory

SC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$152K

across 101 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$0

Non-Discretionary AUM$15M

Discretionary %0%

Total Clients54

Team

Total Employees1

Investment Advisers1

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

54 clients

4 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.

FIDUCIARY ORGANIZATION, LLC

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SWIFTWATER CAPITAL MANAGEMENT, LP

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COMPASS FINANCIAL, LLC

$15M

CAPITAL FOCUS, INC.

$16M

SCIPIO FINANCIAL LLC

SUMMERVILLE, SC

$14M

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