Charleston Financial Advisors, LLC
Charleston Financial Advisors, LLC is an SEC-registered wealth manager in Charleston, SC with $262.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Charleston Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137536, SEC 801-107090, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $262.4M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Charleston, SC
- Employees
- 5
- Clients
- 203
- CRD
- 137536
- Ownership
- PREWITT, WILLIAM, CHANDLER; BRANDT, MYLES, BURDELL; BLACKWELDER, DIANE, HALL; CHARLESTON FINANCIAL ADVISORS, LLC
How much AUM does Charleston Financial Advisors, LLC have?
Charleston Financial Advisors, LLC reported $262.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Charleston Financial Advisors, LLC?
Disclosed owners and executives of Charleston Financial Advisors, LLC include PREWITT, WILLIAM, CHANDLER, BRANDT, MYLES, BURDELL, BLACKWELDER, DIANE, HALL, CHARLESTON FINANCIAL ADVISORS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.