Data / Investment advisers / South Carolina / Generouswealth, LLC
Generouswealth, LLC, Summerville, SC: $110 million AUM, SEC registered investment adviser
Generouswealth, LLC is an SEC registered investment adviser with its main office in Summerville, South Carolina and reports $110 million in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 308263
- SEC file number
- 801-135730
- SEC status
- Approved, effective April 1, 2026
- Main office
- 105 S Cedar Street, Suite D, Summerville, SC 29483
- Phone
- (843) 376-3544
- Regulatory AUM
- $110,365,201 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $110,365,201
- Accounts
- 549
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 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) | 267 | $71.7 million |
| High net worth individuals | 38 | $38.6 million |
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Tidal Creek Capital Advisors | Bluffton | $126 million | Not listed | adviserinfo.sec.gov |
| Tidehaven Wealth, LLC | Mount Pleasant | $125 million | Not listed | adviserinfo.sec.gov |
| Brickell Key Asset Management LLC | Charleston | $119.9 million | Not listed | adviserinfo.sec.gov |
| HMS Financial Services, LLC | Columbia | $118.5 million | Not listed | adviserinfo.sec.gov |
| Metis Wealth Management & Planning LLC | Bluffton | $114.9 million | Not listed | adviserinfo.sec.gov |
| Blue Granite Capital, LLC | Charleston | $108.8 million | Not listed | adviserinfo.sec.gov |
| Coastal Wealth Advisors, LLC | Johns Island | $106.6 million | Not listed | adviserinfo.sec.gov |
| Runey & Associates Wealth Management | Mount Pleasant | $104.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Generouswealth, LLC 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.