RIA Intel›Advisers›South Carolina›SWEETGRASS FINANCIAL PLANNING, LLC

SWEETGRASS FINANCIAL PLANNING, LLC

Advisory

SC

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$116K

across 66 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients25

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.

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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

25 clients

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.

CHARLESTON EQUITY PARTNERS, LLC

$8M

ENVEST ADVISORS, LLC

MYRTLE BEACH, SC

$7M

THE BRIDGE FINANCIAL ADVISORS LLC

$7M

KINGSLEY FINANCIAL LLC

$8M

TIME & WEALTH MANAGEMENT, LLC

$8M

WILSON DAVID CORPORATION

$7M

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