RIA Intel›Advisers›South Carolina›TREEHOUSE FINANCIAL, INC

TREEHOUSE FINANCIAL, INC

Advisory

SC

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

Average account

$130K

across 11 accounts

AUM per adviser

$717K

2 advisers

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

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$1M

Discretionary AUM$0

Non-Discretionary AUM$1M

Discretionary %0%

Total Clients4

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

4 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.

DAVID GRAY CONSULTING LLC

$1M

SE HUNT CAPITAL, LLC

$2M

MINAS WEALTH MANAGEMENT LLC

$2M

BARBCO FINANCIAL, LLC

$1M

MULLOOLY WEALTH PLANNING LLC

$2M

TMFS-COLUMBIA, LLC

$816K

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