RIA Intel›Advisers›South Carolina›STAUFFER FINANCIAL, LLC

STAUFFER FINANCIAL, LLC

Advisory

SC

Data as of Jul 6, 2026 · Source: SEC Form ADV

Average account

$120K

across 83 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 6, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees1

Investment Advisers1

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

41 clients

4 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 SC

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

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MERIDIAN FINANCIAL ADVISORY LLC

$10M

GUERITE ADVISORS LLC

$11M

BARONY FINANCIAL GROUP, LLC

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$11M

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