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WEBSTERROGERS FINANCIAL ADVISORS, LLC
CRD 121006 · SEC 801-61500
1411 SECOND LOOP ROAD, FLORENCE, SC, 29505-2801, United States
Phone
843-665-6321
Fax
843-656-1101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$460.5M
Discretionary AUM
$459.7M
Team
9 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $84.3M |
| High net worth individuals | 73 | $346.2M |
| Pension/profit sharing plans | 13 | $3.9M |
States served
GA, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD