RIA Intel›Advisers›South Carolina›PATHFINDER PLANNING LLC

PATHFINDER PLANNING LLC

Advisory

SC

Data as of Jul 24, 2026 · Source: SEC Form ADV

Average account

$254K

across 114 accounts

AUM per adviser

$10M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients53

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

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

53 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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CENTERRIGGER, LLC

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