RIA Intel›Advisers›South Carolina›SOUTHBOUND WEALTH LLC

SOUTHBOUND WEALTH LLC

Advisory

SC

Data as of Jul 8, 2026 · Source: SEC Form ADV

Average account
$110K
across 37 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, SC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

PROVISOR ASSET MANAGEMENT LLC
$4M
HILTON HEAD WEALTH ADVISORS, LLC
BLUFFTON, SC
$4M
BAKER WEALTH ADVISORS, LLC.
$4M
INTEGRITAS WEALTH STRATEGIES, LLC
CHARLESTON, SC
$4M
INCOME GROWTH ADVISORS, LLC
CHARLESTON, SC
$4M
JM TAX & FINANCIAL LLC
$4M

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