Advisor.com
Advisor.com is an SEC-registered mass-market adviser in Charleston, SC with $126.8M assets under management (AUM, regulatory AUM), +147% over one year. See who owns Advisor.com: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318823, SEC 801-128856, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $126.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Charleston, SC
- Employees
- 12
- Clients
- 426
- CRD
- 318823
- Ownership
- STUNZI, HUNTER; SWANSON, STEVEN, DEAN; EUDY, JANE, ROUNTREE; Mettler, Chris, J; WALKABOUT VENTURES FUND III LP
How much AUM does Advisor.com have?
Advisor.com reported $126.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Advisor.com?
Disclosed owners and executives of Advisor.com include STUNZI, HUNTER, SWANSON, STEVEN, DEAN, EUDY, JANE, ROUNTREE, Mettler, Chris, J, WALKABOUT VENTURES FUND III LP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.