AdvisorCensus / Financial advisors / Alabama / Daphne, AL / Charles Schwab
Financial advisors in Daphne, AL using Charles Schwab
6 SEC-registered investment advisory firms headquartered in the Daphne, AL metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 6th Street Advisors, LLC | Daphne | SEC-registered investment adviser | $100 million to $500 million |
| Aptus Capital Advisors, LLC | Fairhope | SEC-registered investment adviser | Over $5 billion |
| Brown Financial Advisory | Fairhope | SEC-registered investment adviser | $100 million to $500 million |
| Hayek Kallen Investment Management L.L.C. | Fairhope | SEC-registered investment adviser | $100 million to $500 million |
| Naviant Partners, LLC | Fairhope | SEC-registered investment adviser | $100 million to $500 million |
| Southern Capital Services Inc | Daphne | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Daphne, AL using Charles Schwab. https://advisorcensus.com/advisors/al/daphne/custodians/charles-schwab https://advisorcensus.com/advisors/al/daphne/custodians/charles-schwab