INTELLIGENT INVESTING
Greenville, SC
AUM
$54.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
864-679-0500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in SC
94 advisers found
EAGLES COAST WEALTH MANAGEMENT, LLC
Daniel Island, SC
AUM
$50.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(843) 800-0491
M CAPITAL WEALTH MANAGEMENT, LLC
Cheraw, SC
AUM
$49.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
843.537.4804
CALIDRIS FINANCIAL, LLC
Charleston, SC
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
917-451-3141
VERITAS WEALTH MANAGEMENT LLC
Charleston, SC
AUM
$26.5M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
843-408-0611
HARDWICK CAPITAL MANAGEMENT, LLC
Pawleys Island, SC
AUM
$19.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
800-314-7776
FIDUCIARY ORGANIZATION, LLC
Greenville, SC
AUM
$14.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
864-704-5114
TIME & WEALTH MANAGEMENT, LLC
Charleston, SC
AUM
$8.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
843-212-6867
PROSPERA FUNDS, INC.
Isle Of Palms, SC
AUM
$4.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(512) 660-8038
MULLOOLY WEALTH PLANNING LLC
Clover, SC
AUM
$2.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
803-272-1003
AKIN INVESTMENTS, L.L.C.
Charleston, SC
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
843-822-4789
ATVANTIS WEALTH MANAGEMENT, LLC
Charleston, SC
AUM
$0
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
843-209-3842
GLOBAL FRONTIER INVESTMENTS, LLC
Charleston, SC
AUM
$682.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415 402-0285
Full profileNo website
HILTON HEAD FINANCIAL ADVISORS, INC.
Hilton Head, SC
AUM
$375.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
843-681-8300
Full profileNo website
WILLIAM B. WALKUP & ASSOCIATES, INC.
Columbia, SC
AUM
$178.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
803-462-9395
Full profileNo website
IMPRINT WEALTH LLC
Mount Pleasant, SC
AUM
$131.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(843) 834-314-4313
Full profileNo website
VAN GROUW ADVISORS, LLC
Bluffton, SC
AUM
$68.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
843-815-6629
Full profileNo website
SPECTRUM WEALTH ADVISORS, LLC
Columbia, SC
AUM
$53.3M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
803-454-0310
Full profileNo website
MORGAN INVESTMENTS INC
Greenville, SC
AUM
$49.6M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
864-235-4196
Full profileNo website
TELOS CAPITAL PARTNERS
Mount Pleasant, SC
AUM
$45.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(843) 867-4399
Full profileNo website
MATTHEW LAYDON CAPITAL MANAGEMENT
Charleston, SC
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
843-568-1222
Full profileNo website
CLOSED END TRADING LLC
Bluffton, SC
AUM
$26.4M
Institutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
610-247-2542
Full profileNo website
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