Data / Investment advisers / South Carolina / Advisor.Com
Advisor.Com, Charleston, SC: $127 million AUM, SEC registered investment adviser
Advisor.Com is an SEC registered investment adviser with its main office in Charleston, South Carolina and reports $127 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 318823
- SEC file number
- 801-128856
- SEC status
- Approved, effective December 15, 2023
- Legal name
- Advr, Inc
- Main office
- 525 King Street Ste B, Charleston, SC 29403
- Phone
- (843) 284-6261
- Regulatory AUM
- $126,820,765 in the Form ADV filed March 30, 2026
- Non discretionary AUM
- $126,820,765
- Accounts
- 2,029
- Employees
- 12, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 403 | $91.8 million |
| High net worth individuals | 23 | $35 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $126.8 million | March 30, 2026 |
| December 1, 2025 | $51.3 million | June 20, 2025 |
Other advisers in Charleston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kinwell LLC | Charleston | $214.7 million | Not listed | adviserinfo.sec.gov |
| Frontline Healthcare Partners | Charleston | $168.1 million | 3 | adviserinfo.sec.gov |
| Ivy Evergreen, LLC | Charleston | $155 million | 4 | adviserinfo.sec.gov |
| SQN Venture Partners, LLC | Charleston | $137.3 million | Not listed | adviserinfo.sec.gov |
| Warren Capital Group | Charleston | $131 million | Not listed | adviserinfo.sec.gov |
| Brickell Key Asset Management LLC | Charleston | $119.9 million | Not listed | adviserinfo.sec.gov |
| Blue Granite Capital, LLC | Charleston | $108.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Charleston, SC
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Advisor.Com on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.