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CHARLESTON FINANCIAL ADVISORS, LLC

4 North Atlantic Wharf, Suite 200
Charleston, South Carolina 29401-2168
Tel: 843-722-3331

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About CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON FINANCIAL ADVISORS, LLC, formally registered with the SEC as CHARLESTON FINANCIAL ADVISORS, LLC. The firm was established in 01/04/2016. They have over 1 offices throughout the country.

CHARLESTON FINANCIAL ADVISORS, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $210,709,306 assets under management, offering retirement planning & investment advisory services to 595 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#137536
SEC#801-107090
Assets Managed by Firm$210,709,306
No. of Clients595
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total595$210,709,306
Individuals (other than high net worth individuals)112$37,307,236
High net worth individuals77$167,238,412
Pension and profit sharing plans4$5,588,699
Charitable organizations1$142,368
Corporations or other businesses1$432,591

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APOLLON WEALTH MANAGEMENT, LLC
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PERMCAP INVESTMENT OFFICE
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SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, SC, 29201
$3,417,068,97042020

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