RIA Intel›Advisers›South Carolina›PENDLETON STREET ADVISORS, LLC

PENDLETON STREET ADVISORS, LLC

Advisory

COLUMBIA, SC

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in SC

#146

of 188 advisers by AUM

Average account

$547K

across 152 accounts

AUM per adviser

$28M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients54

Team

Total Employees5

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

54 clients

14 high-net-worth

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

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