# Financial advisors in Charleston, SC

> AdvisorCensus lists 95 investment advisory firms with a principal office in the Charleston metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/sc/charleston/page/2

## At a glance

- Investment advisory firms: 95
- Registration: SEC-registered investment adviser: 49, State-registered investment adviser: 42, Exempt reporting adviser: 4
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 34 (37%); Percentage of assets 85 (93%); Hourly charges 33 (36%); Fixed fees 43 (47%); Commissions 2 (2%); Performance-based fees 15 (16%); Other 12 (13%); No compensation arrangements reported 4
- Regulatory assets under management (Item 5.F): Under $25 million 19 (20%); $25 million to $100 million 21 (22%); $100 million to $500 million 33 (35%); $500 million to $1 billion 5 (5%); $1 billion to $5 billion 6 (6%); Over $5 billion 2 (2%); Not reported 9 (9%)
- Years registered: Under 5 years 43 (45%); 5 to 9 years 22 (23%); 10 to 19 years 18 (19%); 20 years or more 11 (12%); Not reported 1 (1%)

## Firms (page 2 of 2, 51 to 95 of 95, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Ivy Evergreen, LLC](https://advisorcensus.com/firm/ivy-evergreen-llc-charleston-sc-324430) ([md](https://advisorcensus.com/firm/ivy-evergreen-llc-charleston-sc-324430.md)) | 324430 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [J. Benjamin Financial, LLC](https://advisorcensus.com/firm/j-benjamin-financial-llc-mount-pleasant-sc-283990) ([md](https://advisorcensus.com/firm/j-benjamin-financial-llc-mount-pleasant-sc-283990.md)) | 283990 | Mount Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Jackson Financial Services, LLC](https://advisorcensus.com/firm/jackson-financial-services-llc-mt-pleasant-sc-132252) ([md](https://advisorcensus.com/firm/jackson-financial-services-llc-mt-pleasant-sc-132252.md)) | 132252 | Mt. Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee, Other |
| [JP Wealth Management, Inc.](https://advisorcensus.com/firm/jp-wealth-management-inc-mt-pleasant-sc-129475) ([md](https://advisorcensus.com/firm/jp-wealth-management-inc-mt-pleasant-sc-129475.md)) | 129475 | Mt. Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Kaizen Wealth Management, LLC](https://advisorcensus.com/firm/kaizen-wealth-management-llc-charleston-sc-131466) ([md](https://advisorcensus.com/firm/kaizen-wealth-management-llc-charleston-sc-131466.md)) | 131466 | Charleston, SC | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [KD Capital Management, LLC](https://advisorcensus.com/firm/kd-capital-management-llc-charleston-sc-172110) ([md](https://advisorcensus.com/firm/kd-capital-management-llc-charleston-sc-172110.md)) | 172110 | Charleston, SC | State-registered investment adviser | $25 million to $100 million | 12 | % of assets |
| [Kinwell LLC](https://advisorcensus.com/firm/kinwell-llc-charleston-sc-290449) ([md](https://advisorcensus.com/firm/kinwell-llc-charleston-sc-290449.md)) | 290449 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Liberty Hall Capital Partners, L.P.](https://advisorcensus.com/firm/liberty-hall-capital-partners-l-p-charleston-sc-173159) ([md](https://advisorcensus.com/firm/liberty-hall-capital-partners-l-p-charleston-sc-173159.md)) | 173159 | Charleston, SC | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Loveland & Bastian Financial Services Group, LLC](https://advisorcensus.com/firm/loveland-and-bastian-financial-services-group-llc-mt-pleasant-sc-135255) ([md](https://advisorcensus.com/firm/loveland-and-bastian-financial-services-group-llc-mt-pleasant-sc-135255.md)) | 135255 | Mt. Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 21 | % of assets |
| [Matthew Laydon Capital Management](https://advisorcensus.com/firm/matthew-laydon-capital-management-charleston-sc-329960) ([md](https://advisorcensus.com/firm/matthew-laydon-capital-management-charleston-sc-329960.md)) | 329960 | Charleston, SC | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Missional Advisor Group](https://advisorcensus.com/firm/missional-advisor-group-mount-pleasant-sc-328104) ([md](https://advisorcensus.com/firm/missional-advisor-group-mount-pleasant-sc-328104.md)) | 328104 | Mount Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [MKB Consulting LLC](https://advisorcensus.com/firm/mkb-consulting-llc-north-charleston-sc-152300) ([md](https://advisorcensus.com/firm/mkb-consulting-llc-north-charleston-sc-152300.md)) | 152300 | North Charleston, SC | State-registered investment adviser | Not reported | 22 | Other |
| [Modern Capital Management, Co.](https://advisorcensus.com/firm/modern-capital-management-co-mt-pleasant-sc-306631) ([md](https://advisorcensus.com/firm/modern-capital-management-co-mt-pleasant-sc-306631.md)) | 306631 | Mt Pleasant, SC | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Morris Financial Concepts, Inc.](https://advisorcensus.com/firm/morris-financial-concepts-inc-mount-pleasant-sc-114862) ([md](https://advisorcensus.com/firm/morris-financial-concepts-inc-mount-pleasant-sc-114862.md)) | 114862 | Mount Pleasant, SC | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee |
| [Nautilus Funding Solutions](https://advisorcensus.com/firm/nautilus-funding-solutions-daniel-island-sc-328845) ([md](https://advisorcensus.com/firm/nautilus-funding-solutions-daniel-island-sc-328845.md)) | 328845 | Daniel Island, SC | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Nicholson Wealth Management Group](https://advisorcensus.com/firm/nicholson-wealth-management-group-charleston-sc-327001) ([md](https://advisorcensus.com/firm/nicholson-wealth-management-group-charleston-sc-327001.md)) | 327001 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Objectivity Squared Wealth Management](https://advisorcensus.com/firm/objectivity-squared-wealth-management-charleston-sc-311052) ([md](https://advisorcensus.com/firm/objectivity-squared-wealth-management-charleston-sc-311052.md)) | 311052 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Oceanside Advisors LLC](https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307) ([md](https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307.md)) | 170307 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Commissions |
| [Palmetto Advisory](https://advisorcensus.com/firm/palmetto-advisory-charleston-sc-152286) ([md](https://advisorcensus.com/firm/palmetto-advisory-charleston-sc-152286.md)) | 152286 | Charleston, SC | State-registered investment adviser | Not reported | 16 | Other |
| [Palmetto Coast Advisors, Inc.](https://advisorcensus.com/firm/palmetto-coast-advisors-inc-mt-pleasant-sc-270012) ([md](https://advisorcensus.com/firm/palmetto-coast-advisors-inc-mt-pleasant-sc-270012.md)) | 270012 | Mt. Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Performa Limited (US), LLC](https://advisorcensus.com/firm/performa-limited-us-llc-charleston-sc-154232) ([md](https://advisorcensus.com/firm/performa-limited-us-llc-charleston-sc-154232.md)) | 154232 | Charleston, SC | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets |
| [Permcap Investment Office](https://advisorcensus.com/firm/permcap-investment-office-charleston-sc-157476) ([md](https://advisorcensus.com/firm/permcap-investment-office-charleston-sc-157476.md)) | 157476 | Charleston, SC | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee, Performance fee |
| [Polaris Investment Partners, Inc](https://advisorcensus.com/firm/polaris-investment-partners-inc-mount-pleasant-sc-106711) ([md](https://advisorcensus.com/firm/polaris-investment-partners-inc-mount-pleasant-sc-106711.md)) | 106711 | Mount Pleasant, SC | State-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee |
| [Preference Capital Partners LLC](https://advisorcensus.com/firm/preference-capital-partners-llc-charleston-sc-341750) ([md](https://advisorcensus.com/firm/preference-capital-partners-llc-charleston-sc-341750.md)) | 341750 | Charleston, SC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Premier Wealth Partners, LLC](https://advisorcensus.com/firm/premier-wealth-partners-llc-summerville-sc-171695) ([md](https://advisorcensus.com/firm/premier-wealth-partners-llc-summerville-sc-171695.md)) | 171695 | Summerville, SC | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly |
| [Prospera Funds, Inc.](https://advisorcensus.com/firm/prospera-funds-inc-isle-of-palms-sc-331765) ([md](https://advisorcensus.com/firm/prospera-funds-inc-isle-of-palms-sc-331765.md)) | 331765 | Isle of Palms, SC | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Reconstructing Wealth](https://advisorcensus.com/firm/reconstructing-wealth-daniel-island-sc-328284) ([md](https://advisorcensus.com/firm/reconstructing-wealth-daniel-island-sc-328284.md)) | 328284 | Daniel Island, SC | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Red Triangle, LLC](https://advisorcensus.com/firm/red-triangle-llc-mt-pleasant-sc-147700) ([md](https://advisorcensus.com/firm/red-triangle-llc-mt-pleasant-sc-147700.md)) | 147700 | Mt. Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee |
| [Runey & Associates Wealth Management](https://advisorcensus.com/firm/runey-and-associates-wealth-management-mount-pleasant-sc-171271) ([md](https://advisorcensus.com/firm/runey-and-associates-wealth-management-mount-pleasant-sc-171271.md)) | 171271 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [S2F Capital Management](https://advisorcensus.com/firm/s2f-capital-management-charleston-sc-314582) ([md](https://advisorcensus.com/firm/s2f-capital-management-charleston-sc-314582.md)) | 314582 | Charleston, SC | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Saos Capital, LLC](https://advisorcensus.com/firm/saos-capital-llc-mount-pleasant-sc-159515) ([md](https://advisorcensus.com/firm/saos-capital-llc-mount-pleasant-sc-159515.md)) | 159515 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets |
| [Scipio Financial LLC](https://advisorcensus.com/firm/scipio-financial-llc-summerville-sc-334402) ([md](https://advisorcensus.com/firm/scipio-financial-llc-summerville-sc-334402.md)) | 334402 | Summerville, SC | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Sherman Financial & Wealth Management](https://advisorcensus.com/firm/sherman-financial-and-wealth-management-daniel-island-sc-290219) ([md](https://advisorcensus.com/firm/sherman-financial-and-wealth-management-daniel-island-sc-290219.md)) | 290219 | Daniel Island, SC | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee, Other |
| [Southern Capital Management Corporation](https://advisorcensus.com/firm/southern-capital-management-corporation-charleston-sc-118508) ([md](https://advisorcensus.com/firm/southern-capital-management-corporation-charleston-sc-118508.md)) | 118508 | Charleston, SC | State-registered investment adviser | $25 million to $100 million | 32 | % of assets, Fixed fee |
| [SQN Venture Partners, LLC](https://advisorcensus.com/firm/sqn-venture-partners-llc-charleston-sc-301483) ([md](https://advisorcensus.com/firm/sqn-venture-partners-llc-charleston-sc-301483.md)) | 301483 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee, Other |
| [Tandem Investment Advisors Inc](https://advisorcensus.com/firm/tandem-investment-advisors-inc-charleston-sc-109392) ([md](https://advisorcensus.com/firm/tandem-investment-advisors-inc-charleston-sc-109392.md)) | 109392 | Charleston, SC | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets |
| [Telos Capital Partners](https://advisorcensus.com/firm/telos-capital-partners-mount-pleasant-sc-331293) ([md](https://advisorcensus.com/firm/telos-capital-partners-mount-pleasant-sc-331293.md)) | 331293 | Mount Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [The Cavanaugh Group Inc](https://advisorcensus.com/firm/the-cavanaugh-group-inc-kiawah-island-sc-105931) ([md](https://advisorcensus.com/firm/the-cavanaugh-group-inc-kiawah-island-sc-105931.md)) | 105931 | Kiawah Island, SC | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets |
| [Tidehaven Wealth, LLC](https://advisorcensus.com/firm/tidehaven-wealth-llc-mount-pleasant-sc-281814) ([md](https://advisorcensus.com/firm/tidehaven-wealth-llc-mount-pleasant-sc-281814.md)) | 281814 | Mount Pleasant, SC | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Time & Wealth Management, LLC](https://advisorcensus.com/firm/time-and-wealth-management-llc-charleston-sc-323599) ([md](https://advisorcensus.com/firm/time-and-wealth-management-llc-charleston-sc-323599.md)) | 323599 | Charleston, SC | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Twenty Fifty Capital](https://advisorcensus.com/firm/twenty-fifty-capital-mt-pleasant-sc-281087) ([md](https://advisorcensus.com/firm/twenty-fifty-capital-mt-pleasant-sc-281087.md)) | 281087 | Mt Pleasant, SC | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Veritas Wealth Management LLC](https://advisorcensus.com/firm/veritas-wealth-management-llc-charleston-sc-289046) ([md](https://advisorcensus.com/firm/veritas-wealth-management-llc-charleston-sc-289046.md)) | 289046 | Charleston, SC | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Victoria Capital Management, Inc.](https://advisorcensus.com/firm/victoria-capital-management-inc-charleston-sc-107665) ([md](https://advisorcensus.com/firm/victoria-capital-management-inc-charleston-sc-107665.md)) | 107665 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Volofin Capital Management](https://advisorcensus.com/firm/volofin-capital-management-daniel-island-sc-309922) ([md](https://advisorcensus.com/firm/volofin-capital-management-daniel-island-sc-309922.md)) | 309922 | Daniel Island, SC | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Other |
| [Warren Capital Group](https://advisorcensus.com/firm/warren-capital-group-charleston-sc-137449) ([md](https://advisorcensus.com/firm/warren-capital-group-charleston-sc-137449.md)) | 137449 | Charleston, SC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |

- Previous page: https://advisorcensus.com/advisors/sc/charleston.md

## Questions people ask

**How many financial advisory firms are there in Charleston, SC?**
AdvisorCensus lists 95 investment advisory firms with a principal office in the Charleston metro area, from Form ADV filings as of October 2026: 49 SEC-registered, 42 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Charleston, SC?**
34 of the 95 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Charleston, SC offer financial planning?**
58 of the 91 firms in Charleston, SC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Charleston, SC fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 34 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

- [Financial advisors in South Carolina](https://advisorcensus.com/advisors/sc) (https://advisorcensus.com/advisors/sc.md)
- [Financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston) (https://advisorcensus.com/advisors/sc/charleston.md)
- [Fee-only financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston/fee-only) (https://advisorcensus.com/advisors/sc/charleston/fee-only.md)
- [Flat-fee financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston/flat-fee) (https://advisorcensus.com/advisors/sc/charleston/flat-fee.md)
- [Hourly financial advisors in Charleston, SC](https://advisorcensus.com/advisors/sc/charleston/hourly) (https://advisorcensus.com/advisors/sc/charleston/hourly.md)
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- [Financial advisors in Mt. Pleasant, SC](https://advisorcensus.com/advisors/sc/charleston/mt-pleasant) (https://advisorcensus.com/advisors/sc/charleston/mt-pleasant.md)
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- [Financial advisors in Greenville](https://advisorcensus.com/advisors/sc/greenville) (https://advisorcensus.com/advisors/sc/greenville.md)
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- [Financial advisors in Hilton Head Island](https://advisorcensus.com/advisors/sc/hilton-head-island) (https://advisorcensus.com/advisors/sc/hilton-head-island.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/sc/charleston.csv

Cite as: AdvisorCensus. Financial advisors in Charleston, SC: 95 firms from Form ADV filings as of October 2026.