Match Grade Advisors
Match Grade Advisors is an SEC-registered wealth manager in Greenville, SC with $479.4M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Match Grade Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299181, SEC 801-114348, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $479.4M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Greenville, SC
- Employees
- 8
- Clients
- 372
- CRD
- 299181
- Ownership
- RETIREMENT FUNDING ADVISORS, LLC; WELCH BENEFIT GROUP; VAUGHAN, JAMES, CARSON; WELCH, RAY, WILLIAM
How much AUM does Match Grade Advisors have?
Match Grade Advisors reported $479.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Match Grade Advisors?
Disclosed owners and executives of Match Grade Advisors include RETIREMENT FUNDING ADVISORS, LLC, WELCH BENEFIT GROUP, VAUGHAN, JAMES, CARSON, WELCH, RAY, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.