Data / Investment advisers / South Carolina
Investment advisers in South Carolina: 123 firms, $956 billion in AUM
123 investment advisers have their main office in South Carolina: 115 SEC registered and 8 exempt reporting. The registered advisers report $956 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is LPL Financial LLC with $819 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
Get advisers in South Carolina over $100 millionWatch new advisers in South CarolinaGet private fund advisers in South Carolina
- 123Advisers
- 115SEC registered
- 8Exempt reporting
- $956 billionTotal AUM
- 107Advisers over $100 million
- 25Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | Fort Mill | $819.12 billion | 2,850,994 | 41,879 | Not listed | (704) 733-3300 | lpl.com | adviserinfo.sec.gov |
| Greystar Investment Group, LLC | Charleston | $36.50 billion | 70 | 588 | 51 | (843) 579-9400 | greystar.com | adviserinfo.sec.gov |
| LPL Enterprise, LLC | Fort Mill | $24.94 billion | 139,192 | 5,215 | Not listed | (704) 733-3300 | lpl.com | adviserinfo.sec.gov |
| Apollon Wealth Management, LLC | Mount Pleasant | $11.56 billion | 24,984 | 199 | 4 | (843) 579-0018 | bridgemark.apollonwealth.com | adviserinfo.sec.gov |
| Southstate Private Capital Management LLC | Columbia | $4.96 billion | 1,583 | 38 | Not listed | (803) 231-3492 | adviserinfo.sec.gov | |
| Performa Limited (US), LLC | Charleston | $4.49 billion | 168 | 18 | 2 | (843) 297-4940 | performaltd.com | adviserinfo.sec.gov |
| Permcap Investment Office | Charleston | $4.02 billion | 65 | 17 | 10 | (843) 882-7950 | permcap.com | adviserinfo.sec.gov |
| Tandem Investment Advisors Inc | Charleston | $3.45 billion | 10,432 | 18 | Not listed | (843) 720-3413 | adviserinfo.sec.gov | |
| Foster Victor | Greenville | $2.64 billion | 6,830 | 42 | Not listed | (864) 720-2000 | fostervictor.com | adviserinfo.sec.gov |
| The Fiduciary Alliance | Greenville | $2.53 billion | 9,155 | 76 | Not listed | (864) 385-7999 | adviserinfo.sec.gov | |
| Abacus Planning Group, Inc. | Columbia | $2.16 billion | 2,854 | 30 | 5 | (803) 933-0054 | adviserinfo.sec.gov | |
| Colonial Trust Advisors, Inc. | Spartanburg | $1.85 billion | 2,093 | 28 | Not listed | (864) 582-3356 | colonialtrust.com | adviserinfo.sec.gov |
| Greenwood Capital Associates, LLC | Greenwood | $1.77 billion | 731 | 21 | Not listed | (864) 941-4049 | adviserinfo.sec.gov | |
| CCM Investment Advisers, LLC | Columbia | $1.55 billion | 1,235 | 11 | Not listed | (803) 254-9500 | ccminc.com | adviserinfo.sec.gov |
| Anchor Investment Management | Columbia | $1.52 billion | 2,159 | 17 | Not listed | (803) 790-6654 | anchorinvestmentmanagement.com | adviserinfo.sec.gov |
| Apollon Financial, LLC | Mount Pleasant | $1.45 billion | 2,819 | 29 | Not listed | (843) 579-0018 | apollonfinancial.com | adviserinfo.sec.gov |
| Verity Investment Partners | Beaufort | $1.40 billion | 1,101 | 16 | Not listed | (843) 379-6661 | verityvip.com | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | $1.14 billion | 6 | 10 | 4 | (646) 779-0442 | adviserinfo.sec.gov | |
| Volofin Capital Management | Daniel Island | $1.01 billion | 2 | 9 | 1 | (646) 866-6997 | volofin.com | adviserinfo.sec.gov |
| Ground Swell Capital, LLC | Folly Beach | $949.2 million | 2 | 10 | 2 | (843) 588-5169 | adviserinfo.sec.gov | |
| Curran Financial Partners, LLC | Daniel Island | $749.4 million | 1,274 | 30 | Not listed | (843) 300-1182 | adviserinfo.sec.gov | |
| Discipline Wealth Solutions, Inc. | Greenville | $746.7 million | 1,900 | 18 | Not listed | (864) 322-6046 | lindedin.com | adviserinfo.sec.gov |
| Wealth Management Advisors, LLC | Greenville | $686.1 million | 1,268 | 10 | Not listed | (864) 236-4706 | wagnerwealthmanagement.com | adviserinfo.sec.gov |
| Global Frontier Investments, LLC | Charleston | $682 million | 4 | 2 | 3 | (415) 402-0285 | adviserinfo.sec.gov | |
| MTM Investment Management, LLC | Spartanburg | $678.1 million | 1,033 | 8 | Not listed | (864) 582-7000 | adviserinfo.sec.gov | |
| Bna Wealth | Rock Hill | $619.8 million | 542 | 8 | Not listed | (803) 324-7100 | bnacpa.com | adviserinfo.sec.gov |
| Hobbs Group Advisors LLC | Columbia | $584.4 million | 1,329 | 8 | Not listed | (803) 540-3034 | hobbsgroupadvisors.com | adviserinfo.sec.gov |
| Burkett Financial Services, LLC | Rock Hill | $572.6 million | 1,525 | 7 | Not listed | (803) 980-3232 | adviserinfo.sec.gov | |
| Headland Capital | Mt. Pleasant | $559.3 million | 2,281 | 19 | Not listed | (843) 388-4300 | headland.capital | adviserinfo.sec.gov |
| Global View Investment Advisors, LLC | Greenville | $553.8 million | 1,656 | 8 | Not listed | (864) 272-0818 | adviserinfo.sec.gov | |
| Dividend Assets Capital, LLC | Ridgeland | $540.8 million | 595 | 7 | Not listed | (843) 645-9700 | dacapitalsc.com | adviserinfo.sec.gov |
| Morris Financial Concepts, Inc. | Mount Pleasant | $538.4 million | 938 | 10 | Not listed | (843) 884-6192 | adviserinfo.sec.gov | |
| Wealth Intelligently Navigated, LLC | Greer | $532.9 million | 1,552 | 7 | Not listed | (864) 375-4031 | adviserinfo.sec.gov | |
| Stokes Capital Advisors, LLC | Greenwood | $499.4 million | 750 | 2 | Not listed | (864) 450-9051 | stokescapitaladvisors.com | adviserinfo.sec.gov |
| Jackson Financial Services, LLC | Mt. Pleasant | $498.1 million | 958 | 3 | Not listed | (800) 752-2354 | jacksonfinancial.org | adviserinfo.sec.gov |
| Fusion Capital, LLC | Mt. Pleasant | $492.3 million | 1,804 | 6 | Not listed | (843) 972-0065 | adviserinfo.sec.gov | |
| Objectivity Squared Wealth Management | Charleston | $487.8 million | 1,003 | 6 | Not listed | (843) 212-2805 | objectivitysquared.com | adviserinfo.sec.gov |
| The Cavanaugh Group Inc | Kiawah Island | $485.7 million | 46 | 2 | Not listed | (410) 241-0084 | adviserinfo.sec.gov | |
| Match Grade Advisors | Greenville | $479.4 million | 372 | 8 | Not listed | (864) 250-0661 | adviserinfo.sec.gov | |
| Websterrogers Financial Advisors, LLC | Florence | $460.5 million | 810 | 9 | Not listed | (843) 665-6321 | wrfasc.com | adviserinfo.sec.gov |
| Hardin Capital Partners, LLC | Greenville | $447.8 million | 1,330 | 3 | Not listed | (864) 252-4200 | hardincapitalpartners.com | adviserinfo.sec.gov |
| Primetrust Advisors LLC | Greenville | $421.6 million | 56 | 3 | Not listed | (864) 552-4020 | adviserinfo.sec.gov | |
| Hilton Head Capital Partners, LLC | Hilton Head Island | $409.5 million | 1,370 | 6 | Not listed | (843) 790-7573 | adviserinfo.sec.gov | |
| Ballast Rock Private Wealth | Charleston | $405.7 million | 642 | 9 | Not listed | (800) 204-2513 | ballastrockpw.com | adviserinfo.sec.gov |
| Gunderson Capital Management | Mount Pleasant | $395.8 million | 1,441 | 4 | Not listed | (760) 846-2046 | pwstreet.podbean.com | adviserinfo.sec.gov |
| Goepper Burkhardt LLC | Greenville | $380.3 million | 824 | 5 | Not listed | (864) 370-3244 | goepperburkhardt.com | adviserinfo.sec.gov |
| Family Legacy, Inc. | Greenville | $377.3 million | 650 | 10 | Not listed | (864) 233-0808 | familylegacyinc.com | adviserinfo.sec.gov |
| Hilton Head Financial Advisors, Inc. | Hilton Head | $375.1 million | 582 | 3 | Not listed | (843) 681-8300 | adviserinfo.sec.gov | |
| Hanover Advisors, Inc | Seneca | $354.9 million | 651 | 3 | Not listed | (864) 235-6760 | hanoveradvisorsinc.com | adviserinfo.sec.gov |
| Norris Financial Group, LLC | Greenville | $353 million | 894 | 6 | Not listed | (864) 235-6408 | norrisfinancialgroup.com | adviserinfo.sec.gov |
| Altriarch Asset Management, LLC | Charleston | $349.1 million | 7 | 15 | 7 | (704) 607-8840 | altriarch.com | adviserinfo.sec.gov |
| Core Advisory Group | Rock Hill | $338.4 million | 1,819 | 9 | Not listed | (803) 323-8706 | kingwealthpartners.com | adviserinfo.sec.gov |
| Apricus Wealth LLC | Beaufort | $335.7 million | 255 | 6 | Not listed | (610) 329-4899 | apricuswealth.com | adviserinfo.sec.gov |
| Catawba River Capital | Lake Wylie | $325.1 million | 896 | 4 | Not listed | (803) 831-0911 | adviserinfo.sec.gov | |
| Nicholson Wealth Management Group | Charleston | $322 million | 543 | 4 | Not listed | (843) 790-2625 | adviserinfo.sec.gov | |
| Bca Private Wealth, Inc. | Greenville | $317.3 million | 1,367 | 5 | Not listed | (864) 322-6046 | greenvillefinancialplanning.com | adviserinfo.sec.gov |
| Carolina Wealth Advisors | Myrtle Beach | $313.4 million | 1,591 | 6 | Not listed | (843) 448-4425 | carolinawa.com | adviserinfo.sec.gov |
| Victoria Capital Management, Inc. | Charleston | $305.5 million | 89 | 3 | Not listed | (843) 342-3044 | vcm.us.com | adviserinfo.sec.gov |
| Yon Drake & Associates Inc | Columbia | $304.7 million | 6 | 2 | Not listed | yondrake.com | adviserinfo.sec.gov | |
| Trunorth Advisors | Greenville | $300.8 million | 2,435 | 31 | Not listed | (864) 800-1831 | adviserinfo.sec.gov | |
| Oak Advisors, LLC | Bluffton | $284.7 million | 523 | 6 | Not listed | (843) 757-9339 | oakadvisors.net | adviserinfo.sec.gov |
| Copperleaf Capital, LLC | Clover | $281.6 million | 521 | 7 | Not listed | (919) 787-9725 | adviserinfo.sec.gov | |
| Riverbend Wealth Management, LLC | Myrtle Beach | $281 million | 568 | 8 | Not listed | (843) 970-1049 | adviserinfo.sec.gov | |
| Capasso Planning Partners LLC | Charleston | $274.2 million | 1,073 | 5 | Not listed | (843) 608-8487 | adviserinfo.sec.gov | |
| JP Wealth Management, Inc. | Mt. Pleasant | $274 million | 263 | 2 | Not listed | (866) 562-6969 | jpwm.com | adviserinfo.sec.gov |
| Harbour Wealth Management Group, Inc. | Daniel Island | $266.2 million | 514 | 5 | Not listed | (843) 377-8448 | adviserinfo.sec.gov | |
| Charleston Financial Advisors, LLC | Charleston | $262.4 million | 643 | 5 | Not listed | (843) 722-3331 | charlestonfinancial.net | adviserinfo.sec.gov |
| Saos Capital, LLC | Mount Pleasant | $239.1 million | 1,448 | 4 | Not listed | (843) 388-9925 | saoscapital.com | adviserinfo.sec.gov |
| Concorde Financial Resources | York | $231 million | 532 | 2 | Not listed | (336) 838-4100 | concordefinancialresources.com | adviserinfo.sec.gov |
| Bowside Capital, LLC | Charleston | $229.8 million | 3 | 2 | 3 | (843) 725-7500 | bowsidecapital.com | adviserinfo.sec.gov |
| Breach Inlet Capital Management, LLC | Mt. Pleasant | $227.7 million | 1 | 4 | 1 | (516) 680-9012 | breachinletcap.com | adviserinfo.sec.gov |
| Magnolia Financial Planning Services, Inc. | Seneca | $225.7 million | 278 | 4 | 1 | (864) 886-9766 | adviserinfo.sec.gov | |
| Davinci Financial Designs | Columbia | $222.8 million | 1,250 | 5 | Not listed | (803) 741-0134 | adviserinfo.sec.gov | |
| Carroll Investors, Inc. | Mt Pleasant | $221.4 million | 298 | 3 | Not listed | (843) 352-4963 | adviserinfo.sec.gov | |
| Kinwell LLC | Charleston | $214.7 million | 130 | 2 | Not listed | (843) 308-1639 | kinwell.financial | adviserinfo.sec.gov |
| Coastline Complete Wealth LLC | Bluffton | $213.6 million | 507 | 3 | Not listed | (843) 379-1300 | coastlinecw.com | adviserinfo.sec.gov |
| 360 Financial Partners, LLC | Mount Pleasant | $206.5 million | 539 | 3 | Not listed | (843) 216-1077 | adviserinfo.sec.gov | |
| The Bedminster Group | Bluffton | $199 million | 517 | 3 | Not listed | (843) 705-5544 | adviserinfo.sec.gov | |
| Oceanside Advisors LLC | Mount Pleasant | $191.3 million | 765 | 5 | Not listed | (843) 830-6568 | podcasts.google.com | adviserinfo.sec.gov |
| Keen Capital, LTD | Chapin | $179.7 million | 352 | 12 | Not listed | (803) 941-4444 | keeninvestors.com | adviserinfo.sec.gov |
| Beers Kight Financial Advisors, LLC | Columbia | $179.4 million | 264 | 2 | Not listed | (803) 787-0003 | adviserinfo.sec.gov | |
| William B. Walkup & Associates, Inc. | Columbia | $178.3 million | 65 | 5 | 13 | (803) 462-9395 | adviserinfo.sec.gov | |
| Intentional | Fort Mill | $175.8 million | 395 | 3 | Not listed | (866) 752-6410 | primewm.com | adviserinfo.sec.gov |
| J. Freeman & Associates | Greenville | $175 million | 367 | 2 | Not listed | (864) 331-4400 | adviserinfo.sec.gov | |
| Allison Investment Management, LLC | Columbia | $170.4 million | 291 | 2 | Not listed | (803) 806-8400 | allinvmgt.com | adviserinfo.sec.gov |
| Wallick Investments, LLC | Columbia | $168.3 million | 517 | 5 | Not listed | (803) 699-9400 | adviserinfo.sec.gov | |
| Frontline Healthcare Partners | Charleston | $168.1 million | 3 | 10 | 3 | (843) 483-5898 | frontlinehcp.com | adviserinfo.sec.gov |
| Ivy Evergreen, LLC | Charleston | $155 million | 4 | 13 | 4 | (843) 606-6014 | ivyassetgroup.com | adviserinfo.sec.gov |
| Van Der Noord Financial Advisors, Inc. | Greer | $152 million | 372 | 4 | Not listed | (864) 801-1977 | vandernoordfinancial.com | adviserinfo.sec.gov |
| Dba Big Money Retirement and Big Retirement | Greenville | $147.1 million | 864 | 28 | Not listed | (864) 920-3155 | bigmoneyretirement.com | adviserinfo.sec.gov |
| Wildes Financial Strategies, Inc | Georgetown | $138.3 million | 980 | 8 | Not listed | (843) 485-4371 | wildesfinancialstrategies.com | adviserinfo.sec.gov |
| SQN Venture Partners, LLC | Charleston | $137.3 million | 3 | 8 | Not listed | (877) 485-4840 | sqnvp.com | adviserinfo.sec.gov |
| Anderson Griggs Investments | Rock Hill | $133.6 million | 331 | 3 | Not listed | (803) 324-5044 | andersongriggs.com | adviserinfo.sec.gov |
| Southeast Financial Advisors | Greenville | $133 million | 656 | 2 | Not listed | southeastfinancialadvisors.com | adviserinfo.sec.gov | |
| Imprint Wealth LLC | Mount Pleasant | $131.6 million | 373 | 7 | Not listed | (843) 834-314-4313 | adviserinfo.sec.gov | |
| Warren Capital Group | Charleston | $131 million | 428 | 3 | Not listed | (854) 246-8881 | adviserinfo.sec.gov | |
| Advisor.Com | Charleston | $126.8 million | 2,029 | 12 | Not listed | (843) 284-6261 | adviserinfo.sec.gov | |
| Oak Street Advisors | Myrtle Beach | $126.2 million | 547 | 2 | Not listed | (843) 946-9868 | oakadvisors.com | adviserinfo.sec.gov |
| Tidal Creek Capital Advisors | Bluffton | $126 million | 177 | 4 | Not listed | (843) 540-1149 | tidalcreekinvestments.com | adviserinfo.sec.gov |
| Tidehaven Wealth, LLC | Mount Pleasant | $125 million | 545 | 2 | Not listed | (843) 284-8040 | adviserinfo.sec.gov | |
| Brickell Key Asset Management LLC | Charleston | $119.9 million | 1 | 4 | Not listed | (866) 443-1080 | adviserinfo.sec.gov | |
| HMS Financial Services, LLC | Columbia | $118.5 million | 228 | 1 | Not listed | (803) 790-6113 | adviserinfo.sec.gov | |
| Metis Wealth Management & Planning LLC | Bluffton | $114.9 million | 228 | 2 | Not listed | (843) 271-6088 | metiswealthllc.com | adviserinfo.sec.gov |
| Generouswealth, LLC | Summerville | $110.4 million | 549 | 3 | Not listed | (843) 376-3544 | adviserinfo.sec.gov | |
| Blue Granite Capital, LLC | Charleston | $108.8 million | 89 | 3 | Not listed | (843) 722-7330 | bluegranitecapital.com | adviserinfo.sec.gov |
| Coastal Wealth Advisors, LLC | Johns Island | $106.6 million | 274 | 2 | Not listed | (843) 870-9568 | adviserinfo.sec.gov | |
| Runey & Associates Wealth Management | Mount Pleasant | $104.8 million | 292 | 3 | Not listed | (843) 654-1211 | adviserinfo.sec.gov | |
| Taverik Capital, LLC | Greenville | $97.5 million | 124 | 10 | 4 | (864) 967-9838 | taverik.com | adviserinfo.sec.gov |
| Novus Advisors | Greenville | $91.3 million | 377 | 5 | Not listed | (864) 272-3579 | adviserinfo.sec.gov | |
| Modern Capital Management, Co. | Mt Pleasant | $90.7 million | 25 | 6 | Not listed | (843) 892-0244 | moderncap.com | adviserinfo.sec.gov |
| Prospera Funds, Inc. | Isle of Palms | $4.6 million | 1 | 4 | Not listed | (512) 660-8038 | prosperafunds.com | adviserinfo.sec.gov |
| Matty AI Inc. | Greenville | $39,330 | 135 | 2 | Not listed | (864) 888-7673 | adviserinfo.sec.gov | |
| Task Force X Capital Management, LLC | Fort Mill | Not listed | Not listed | Not listed | 7 | (803) 627-5926 | tfxcap.com | adviserinfo.sec.gov |
| XRC Investment Advisors LLC | Aiken | Not listed | Not listed | Not listed | 7 | (508) 233-2082 | adviserinfo.sec.gov | |
| Ihg | Bluffton | Not listed | Not listed | Not listed | 2 | (864) 506-2684 | adviserinfo.sec.gov | |
| Preference Capital Partners LLC | Charleston | Not listed | Not listed | Not listed | 2 | (843) 324-2938 | preferencecapitalpartners.com | adviserinfo.sec.gov |
| Big Red House Management | Mount Pleasant | Not listed | Not listed | Not listed | 1 | (310) 776-1289 | adviserinfo.sec.gov | |
| Nautilus Funding Solutions | Daniel Island | Not listed | Not listed | Not listed | 1 | (917) 710-6837 | adviserinfo.sec.gov | |
| S2f Capital Management | Charleston | Not listed | Not listed | Not listed | 1 | (843) 972-5388 | adviserinfo.sec.gov | |
| Seas Management, LLC | Florence | Not listed | Not listed | Not listed | 1 | (843) 789-0871 | adviserinfo.sec.gov | |
| Auranser Inc. | Fort Mill | Not listed | 0 | 3 | Not listed | (888) 311-9964 | auranser.com | adviserinfo.sec.gov |
| Cobblers Cove Capital LP | Charleston | Not listed | 0 | 2 | Not listed | (310) 699-0444 | adviserinfo.sec.gov | |
| Professional Planning & Wealth | Greenville | Not listed | 0 | 5 | Not listed | (864) 626-4380 | adviserinfo.sec.gov |
Advisers in South Carolina that manage private funds
25 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Greystar Investment Group, LLC | Charleston | SC | 51 | Not listed | 3 | Not listed | 48 | $26.46 billion | $36.50 billion | adviserinfo.sec.gov |
| William B. Walkup & Associates, Inc. | Columbia | SC | 13 | Not listed | 13 | Not listed | Not listed | $105.2 million | $178.3 million | adviserinfo.sec.gov |
| Permcap Investment Office | Charleston | SC | 10 | 1 | 3 | Not listed | Not listed | $708.4 million | $4.02 billion | adviserinfo.sec.gov |
| Altriarch Asset Management, LLC | Charleston | SC | 7 | Not listed | Not listed | Not listed | Not listed | $193 million | $349.1 million | adviserinfo.sec.gov |
| Task Force X Capital Management, LLC | Fort Mill | SC | 7 | Not listed | Not listed | 7 | Not listed | $23 million | Not listed | adviserinfo.sec.gov |
| XRC Investment Advisors LLC | Aiken | SC | 7 | Not listed | Not listed | 7 | Not listed | $59.6 million | Not listed | adviserinfo.sec.gov |
| Abacus Planning Group, Inc. | Columbia | SC | 5 | Not listed | 5 | Not listed | Not listed | $12 million | $2.16 billion | adviserinfo.sec.gov |
| Apollon Wealth Management, LLC | Mount Pleasant | SC | 4 | 1 | Not listed | Not listed | Not listed | $53.2 million | $11.56 billion | adviserinfo.sec.gov |
| Liberty Hall Capital Partners, L.P. | Charleston | SC | 4 | Not listed | 4 | Not listed | Not listed | $501 million | $1.14 billion | adviserinfo.sec.gov |
| Ivy Evergreen, LLC | Charleston | SC | 4 | 3 | 1 | Not listed | Not listed | $155 million | $155 million | adviserinfo.sec.gov |
| Taverik Capital, LLC | Greenville | SC | 4 | 1 | Not listed | Not listed | 3 | $62.1 million | $97.5 million | adviserinfo.sec.gov |
| Global Frontier Investments, LLC | Charleston | SC | 3 | 2 | Not listed | 1 | Not listed | $104.2 million | $682 million | adviserinfo.sec.gov |
| Bowside Capital, LLC | Charleston | SC | 3 | Not listed | 3 | Not listed | Not listed | $229.8 million | $229.8 million | adviserinfo.sec.gov |
| Frontline Healthcare Partners | Charleston | SC | 3 | Not listed | 3 | Not listed | Not listed | $168.1 million | $168.1 million | adviserinfo.sec.gov |
| Performa Limited (US), LLC | Charleston | SC | 2 | 1 | Not listed | Not listed | Not listed | $320.4 million | $4.49 billion | adviserinfo.sec.gov |
| Ground Swell Capital, LLC | Folly Beach | SC | 2 | 2 | Not listed | Not listed | Not listed | $949.2 million | $949.2 million | adviserinfo.sec.gov |
| Ihg | Bluffton | SC | 2 | Not listed | Not listed | Not listed | 2 | $43.9 million | Not listed | adviserinfo.sec.gov |
| Preference Capital Partners LLC | Charleston | SC | 2 | Not listed | Not listed | Not listed | Not listed | $39.8 million | Not listed | adviserinfo.sec.gov |
| Volofin Capital Management | Daniel Island | SC | 1 | Not listed | Not listed | Not listed | Not listed | $309 million | $1.01 billion | adviserinfo.sec.gov |
| Breach Inlet Capital Management, LLC | Mt. Pleasant | SC | 1 | 1 | Not listed | Not listed | Not listed | $227.7 million | $227.7 million | adviserinfo.sec.gov |
| Magnolia Financial Planning Services, Inc. | Seneca | SC | 1 | 1 | Not listed | Not listed | Not listed | $8.8 million | $225.7 million | adviserinfo.sec.gov |
| Big Red House Management | Mount Pleasant | SC | 1 | Not listed | Not listed | 1 | Not listed | $32.5 million | Not listed | adviserinfo.sec.gov |
| Nautilus Funding Solutions | Daniel Island | SC | 1 | Not listed | Not listed | Not listed | Not listed | $6 million | Not listed | adviserinfo.sec.gov |
| S2f Capital Management | Charleston | SC | 1 | 1 | Not listed | Not listed | Not listed | $14.5 million | Not listed | adviserinfo.sec.gov |
| Seas Management, LLC | Florence | SC | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in South Carolina
1 adviser with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Professional Planning & Wealth | Greenville | SC | September 16, 2026 | Not listed | adviserinfo.sec.gov |
Cities in South Carolina
| City | Advisers | AUM |
|---|---|---|
| Charleston | 25 | $54.08 billion |
| Greenville | 20 | $10.88 billion |
| Columbia | 12 | $12.11 billion |
| Mount Pleasant | 11 | $14.94 billion |
More ways to read South Carolina
- Advisers in South Carolina with $1 billion to $10 billion in AUM
- Advisers in South Carolina with $500 million to $1 billion in AUM
- Advisers in South Carolina with $100 million to $500 million in AUM
- Advisers in South Carolina serving individuals
- Advisers in South Carolina serving high net worth individuals
- Advisers in South Carolina serving pooled investment vehicles
- Advisers in South Carolina serving pension and profit sharing plans
- Advisers in South Carolina serving charitable organizations
- Advisers in South Carolina serving corporations and other businesses
- Private fund advisers in South Carolina
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.