Data / Investment advisers / South Carolina / XRC Investment Advisors LLC
XRC Investment Advisors LLC, Aiken, SC: exempt reporting adviser with 7 private funds
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
XRC Investment Advisors LLC is an exempt reporting adviser with its main office in Aiken, South Carolina and reports 7 private funds in its Form ADV filed March 23, 2026.
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- Registration
- Exempt reporting adviser
- CRD number
- 318074
- SEC file number
- 802-123105
- SEC status
- ERA, Active, effective December 22, 2021
- Main office
- 237 Park Avenue SW Suite 109, Aiken, SC 29801
- Phone
- (508) 233-2082
- Form of organization
- Limited Liability Company
- Private funds
- 7: 7 venture capital funds
- Gross assets of private funds
- $59,607,294
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Other advisers in South Carolina
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 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 |
| Taverik Capital, LLC | Greenville | $97.5 million | 4 | adviserinfo.sec.gov |
| Novus Advisors | Greenville | $91.3 million | Not listed | adviserinfo.sec.gov |
| Modern Capital Management, Co. | Mt Pleasant | $90.7 million | Not listed | adviserinfo.sec.gov |
| Task Force X Capital Management, LLC | Fort Mill | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in South Carolina
- Advisers that manage private funds
- XRC Investment Advisors LLC on the SEC's adviser search
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.