AdvisorCensus / Financial advisors / South Carolina / Charleston, SC / New firms
New investment advisory firms in Charleston, SC
7 investment advisory firms in Charleston, SC first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
August 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Cobblers Cove Capital LP | Charleston, SC | SEC-registered investment adviser |
May 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Blue Granite Capital, LLC | Charleston, SC | SEC-registered investment adviser |
| Generouswealth, LLC | Summerville, SC | SEC-registered investment adviser |
April 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Coastal Wealth Advisors, LLC | Johns Island, SC | SEC-registered investment adviser |
| Preference Capital Partners LLC | Charleston, SC | Exempt reporting adviser |
| Runey & Associates Wealth Management | Mount Pleasant, SC | SEC-registered investment adviser |
| Tidehaven Wealth, LLC | Mount Pleasant, SC | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
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AdvisorCensus. New investment advisory firms in Charleston, SC. https://advisorcensus.com/advisors/sc/charleston/new-firms https://advisorcensus.com/advisors/sc/charleston/new-firms