Websterrogers Financial Advisors, LLC
Websterrogers Financial Advisors, LLC is an SEC-registered wealth manager in Florence, SC with $460.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Websterrogers Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121006, SEC 801-61500, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $460.5M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Florence, SC
- Employees
- 9
- Clients
- 328
- CRD
- 121006
- Ownership
- ROGERS IV, FRANK, MANDEVILLE; SKIPPER, HERBERT, MCROY; WEBSTER, VICTOR, CARROLL; WAY, WESLEY, ALLEN; TURNER, DEBRA, ANN
How much AUM does Websterrogers Financial Advisors, LLC have?
Websterrogers Financial Advisors, LLC reported $460.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Websterrogers Financial Advisors, LLC?
Disclosed owners and executives of Websterrogers Financial Advisors, LLC include ROGERS IV, FRANK, MANDEVILLE, SKIPPER, HERBERT, MCROY, WEBSTER, VICTOR, CARROLL, WAY, WESLEY, ALLEN, TURNER, DEBRA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.