RIA IntelAdvisersSouth CarolinaOLYMPIA ADVISORS LLC

OLYMPIA ADVISORS LLC

Advisory

SC

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account
$1M
across 33 accounts
AUM per adviser
$34M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM
$34M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

CAPITAL DESIGN ADVISORY SERVICES LLC
GREENVILLE, SC
$33M
PREMIER WEALTH PARTNERS, LLC
SUMMERVILLE, SC
$32M
HARPER FINANCIAL PLANNING LLC
$35M
BAILEY & ASSOC INVESTMENT MGT AND FINANCIAL PLANNING LLC
$32M
-18.9% 1Y
KD CAPITAL MANAGEMENT, LLC
CHARLESTON, SC
$30M
COEN & DENSMORE INC
CHARLESTON, SC
$37M
+2.8% 1Y

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