VICTORIA CAPITAL MANAGEMENT, INC.
Charleston, SC
AUM
$305.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
843-342-3044
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in SC
166 advisers found
AUM
$304.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
904-280-6767
TRUNORTH ADVISORS
Greenville, SC
AUM
$300.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
(864) 800-1831
OAK ADVISORS, LLC
Bluffton, SC
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-757-9339
COPPERLEAF CAPITAL, LLC
Clover, SC
AUM
$281.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
919-787-9725
RIVERBEND WEALTH MANAGEMENT, LLC
Myrtle Beach, SC
AUM
$281.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(843) 970-1049
CAPASSO PLANNING PARTNERS LLC
Charleston, SC
AUM
$274.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
843-608-8487
JP WEALTH MANAGEMENT, INC.
Mt. Pleasant, SC
AUM
$274.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-562-6969
HARBOUR WEALTH MANAGEMENT GROUP, INC.
Daniel Island, SC
AUM
$266.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
843-377-8448
CHARLESTON FINANCIAL ADVISORS, LLC
Charleston, SC
AUM
$262.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
843-722-3331
SAOS CAPITAL, LLC
Mount Pleasant, SC
AUM
$239.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
843-388-9925
CONCORDE FINANCIAL RESOURCES
York, SC
AUM
$231.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
336-838-4100
DAVINCI FINANCIAL DESIGNS
Columbia, SC
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
803-741-0134
KINWELL LLC
Charleston, SC
AUM
$214.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(843) 308-1639
COASTLINE COMPLETE WEALTH LLC
Bluffton, SC
AUM
$213.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
843-379-1300
360 FINANCIAL PARTNERS, LLC
Mount Pleasant, SC
AUM
$206.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
843-216-1077
THE BEDMINSTER GROUP
Bluffton, SC
AUM
$199.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
843-705-5544
OCEANSIDE ADVISORS LLC
Mount Pleasant, SC
AUM
$191.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
843-830-6568
KEEN CAPITAL, LTD
Chapin, SC
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
803-941-4444
INTENTIONAL
Fort Mill, SC
AUM
$175.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
1-866-752-6410
J. FREEMAN & ASSOCIATES
Greenville, SC
AUM
$175.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
864-331-4400
ALLISON INVESTMENT MANAGEMENT, LLC
Columbia, SC
AUM
$170.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
803-806-8400
AUM
$152.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
864-801-1977
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
Greenville, SC
AUM
$147.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
864-920-3155