RIA Intel›Advisers›South Carolina›WEBSTERROGERS FINANCIAL ADVISORS, LLC

WEBSTERROGERS FINANCIAL ADVISORS, LLC

Advisory

N·FLORENCE, SC

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

Total AUM

$461M

1-Year AUM Growth

+14.1%

3-Year CAGR

-17.9%

Employees

7

Assets Under Management

Total AUM$461M

Discretionary AUM$460M

Non-Discretionary AUM$827K

Discretionary %99.8%

Total Clients306

Team

Total Employees7

Investment Advisers9

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingSep 26, 2002

Latest FilingMar 6, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WEBSTERROGERS FINANCIAL ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.