RIA Intel›Advisers›South Carolina›SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC

SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC

Advisory

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account

$52K

across 41 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

16 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in SC

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

TWO TREE FINANCIAL, LLC

$2M

MULLOOLY WEALTH PLANNING LLC

CLOVER, SC

$2M

FLOURISH FINANCIAL LIFE PLANNING, LLC

$3M

VASSAS JR., JAMES W

$3M

WINYAH FINANCIAL SERVICES, LLC

$3M

PRAJANA VENTURES, LLC

ROCK HILL, SC

$3M

Get the full picture on SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans