RIA Intel›Advisers›South Carolina›VAN GROUW ADVISORS, LLC

VAN GROUW ADVISORS, LLC

Advisory

BLUFFTON, SC

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in SC

#159

of 188 advisers by AUM

Average account

$593K

across 116 accounts

AUM per adviser

$23M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$69M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$69M

Discretionary AUM$69M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients80

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, 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

80 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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CONVERGENT FINANCIAL GROUP, LLC

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