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CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536 · SEC 801-107090
4 NORTH ATLANTIC WHARF, SUITE 200, CHARLESTON, SC, 29401-2168, United States
Phone
843-722-3331
Fax
843-408-4622
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$262.4M
Discretionary AUM
$250.7M
Team
5 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $43.2M |
| High net worth individuals | 88 | $210.8M |
| Pension/profit sharing plans | 5 | $6.4M |
| Charitable organizations | 1 | $173K |
| Corporations/business entities | 1 | $1.9M |
States served
GA, NC, SC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD