RIA Intel›Advisers›Rhode Island›SOUTH COUNTY WEALTH MANAGEMENT

SOUTH COUNTY WEALTH MANAGEMENT

Advisory

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

Average account

$273K

across 71 accounts

AUM per adviser

$19M

1 advisers

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

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InRI

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

22 clients

10 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 RI

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

JBP FINANCIAL LLC

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GULATI ASSET MANAGEMENT LLC

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CREATIVE RESOURCES INVESTMENT ADVISORS, LLC

CRANSTON, RI

$17M

+21.5% 1Y

GUIDICI WEALTH MANAGEMENT LLC

WARWICK, RI

$14M

GOAL WEALTH ADVISORY GROUP, LLC

$14M

J.P. DIVERSIFIED ASSET MANAGEMENT LLC

$25M

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