{ "path": "/advisors/sc/fee-only", "url": "https://advisorcensus.com/advisors/sc/fee-only", "page_type": "state_fee", "title": "Fee-only financial advisors in South Carolina", "filters": {}, "scope_total": 126, "faq": [ { "q": "How many financial advisory firms are there in South Carolina?", "a": "AdvisorCensus lists 302 investment advisory firms with a principal office in South Carolina, from Form ADV filings as of October 2026: 120 SEC-registered, 170 state-registered, and 12 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in South Carolina?", "a": "126 of the 302 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." }, { "q": "How many financial advisors in South Carolina offer financial planning?", "a": "210 of the 290 firms in South Carolina 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." }, { "q": "Are the financial advisors in South Carolina fiduciaries?", "a": "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 126 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 126 investment advisory firms with a principal office in South Carolina that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in South Carolina: 126 firms from Form ADV filings as of October 2026.", "total_firms": 126, "page": 1, "total_pages": 3, "sort": "name", "registration_types": { "sec": 38, "state": 88, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 126 }, { "code": "percentage_of_aum", "count": 120 }, { "code": "hourly", "count": 57 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 65 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 50 }, { "code": "5_to_9", "count": 23 }, { "code": "10_to_19", "count": 34 }, { "code": "20_plus", "count": 19 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 54 }, { "code": "25m_100m", "count": 29 }, { "code": "100m_500m", "count": 29 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 4 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 157211, "name": "A. J. Brooker Financial Associates", "name_as_filed": "A. J. BROOKER FINANCIAL ASSOCIATES", "url": "https://advisorcensus.com/firm/a-j-brooker-financial-associates-columbia-sc-157211", "city": "Columbia", "state": "SC", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107994, "name": "Abacus Planning Group, Inc.", "name_as_filed": "ABACUS PLANNING GROUP, INC.", "url": "https://advisorcensus.com/firm/abacus-planning-group-inc-columbia-sc-107994", "city": "Columbia", "state": "SC", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162531, "name": "Active Lifestyle Financial Planning", "name_as_filed": "ACTIVE LIFESTYLE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/active-lifestyle-financial-planning-162531", "city": null, "state": null, "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 281450, "name": "Akin Investments, L.L.C.", "name_as_filed": "AKIN INVESTMENTS, L.L.C.", "url": "https://advisorcensus.com/firm/akin-investments-l-l-c-charleston-sc-281450", "city": "Charleston", "state": "SC", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127525, "name": "Amoeba Growth Management LLC", "name_as_filed": "AMOEBA GROWTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amoeba-growth-management-llc-127525", "city": null, "state": null, "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110313, "name": "Anderson Griggs Investments", "name_as_filed": "ANDERSON GRIGGS INVESTMENTS", "url": "https://advisorcensus.com/firm/anderson-griggs-investments-rock-hill-sc-110313", "city": "Rock Hill", "state": "SC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306239, "name": "Apricus Wealth LLC", "name_as_filed": "APRICUS WEALTH LLC", "url": "https://advisorcensus.com/firm/apricus-wealth-llc-beaufort-sc-306239", "city": "Beaufort", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 141442, "name": "Atlantic Capital Investments, LLC", "name_as_filed": "ATLANTIC CAPITAL INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/atlantic-capital-investments-llc-141442", "city": null, "state": null, "years_registered": 20, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110113, "name": "Bailey & Associates Investment MGT. and Financial Planning LLC", "name_as_filed": "BAILEY & ASSOCIATES INVESTMENT MGT. AND FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/bailey-and-associates-investment-mgt-and-financial-planning-llc-columbia-sc-110113", "city": "Columbia", "state": "SC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152475, "name": "Barony Financial Group", "name_as_filed": "BARONY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/barony-financial-group-moncks-corner-sc-152475", "city": "Moncks Corner", "state": "SC", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160286, "name": "Beers Kight Financial Advisors, LLC", "name_as_filed": "BEERS KIGHT FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/beers-kight-financial-advisors-llc-columbia-sc-160286", "city": "Columbia", "state": "SC", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307369, "name": "Black DOG Financial Planning LLC", "name_as_filed": "BLACK DOG FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/black-dog-financial-planning-llc-307369", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125607, "name": "Blue Granite Capital, LLC", "name_as_filed": "BLUE GRANITE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-granite-capital-llc-charleston-sc-125607", "city": "Charleston", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 295209, "name": "Brickell Key Asset Management LLC", "name_as_filed": "BRICKELL KEY ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/brickell-key-asset-management-llc-charleston-sc-295209", "city": "Charleston", "state": "SC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171595, "name": "Brockelsby Investment Services", "name_as_filed": "BROCKELSBY INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/brockelsby-investment-services-171595", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140168, "name": "Burkett Financial Services, LLC", "name_as_filed": "BURKETT FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/burkett-financial-services-llc-rock-hill-sc-140168", "city": "Rock Hill", "state": "SC", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334935, "name": "Calidris Financial, LLC", "name_as_filed": "CALIDRIS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/calidris-financial-llc-charleston-sc-334935", "city": "Charleston", "state": "SC", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154689, "name": "Camco, LLC", "name_as_filed": "CAMCO, LLC", "url": "https://advisorcensus.com/firm/camco-llc-154689", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 294673, "name": "Capasso Planning Partners LLC", "name_as_filed": "CAPASSO PLANNING PARTNERS LLC", "url": "https://advisorcensus.com/firm/capasso-planning-partners-llc-charleston-sc-294673", "city": "Charleston", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311180, "name": "Carroll Investors, Inc.", "name_as_filed": "CARROLL INVESTORS, INC.", "url": "https://advisorcensus.com/firm/carroll-investors-inc-mt-pleasant-sc-311180", "city": "Mt Pleasant", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134217, "name": "Catawba River Capital", "name_as_filed": "CATAWBA RIVER CAPITAL", "url": "https://advisorcensus.com/firm/catawba-river-capital-lake-wylie-sc-134217", "city": "Lake Wylie", "state": "SC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137536, "name": "Charleston Financial Advisors, LLC", "name_as_filed": "CHARLESTON FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/charleston-financial-advisors-llc-charleston-sc-137536", "city": "Charleston", "state": "SC", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319565, "name": "Charleston Wealth Advisors", "name_as_filed": "CHARLESTON WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/charleston-wealth-advisors-mount-pleasant-sc-319565", "city": "Mount Pleasant", "state": "SC", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343115, "name": "Clocktower Private Wealth", "name_as_filed": "CLOCKTOWER PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/clocktower-private-wealth-simpsonville-sc-343115", "city": "Simpsonville", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306845, "name": "CMC Wealth Management, LLC", "name_as_filed": "CMC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cmc-wealth-management-llc-lexington-sc-306845", "city": "Lexington", "state": "SC", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338227, "name": "Coastline Complete Wealth LLC", "name_as_filed": "COASTLINE COMPLETE WEALTH LLC", "url": "https://advisorcensus.com/firm/coastline-complete-wealth-llc-bluffton-sc-338227", "city": "Bluffton", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318753, "name": "Collins Advisors", "name_as_filed": "COLLINS ADVISORS", "url": "https://advisorcensus.com/firm/collins-advisors-sullivans-island-sc-318753", "city": "Sullivans Island", "state": "SC", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 148844, "name": "Continuum Wealth Management, LLC", "name_as_filed": "CONTINUUM WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/continuum-wealth-management-llc-greenville-sc-148844", "city": "Greenville", "state": "SC", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 290052, "name": "Convergent Financial Group", "name_as_filed": "CONVERGENT FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/convergent-financial-group-mount-pleasant-sc-290052", "city": "Mount Pleasant", "state": "SC", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331593, "name": "Daniel Island Wealth Management, LLC", "name_as_filed": "DANIEL ISLAND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/daniel-island-wealth-management-llc-daniel-island-sc-331593", "city": "Daniel Island", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343139, "name": "Deltax Capital LLC", "name_as_filed": "DELTAX CAPITAL LLC", "url": "https://advisorcensus.com/firm/deltax-capital-llc-343139", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312749, "name": "Denbigh Capital Management, LLC", "name_as_filed": "DENBIGH CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/denbigh-capital-management-llc-charleston-sc-312749", "city": "Charleston", "state": "SC", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340924, "name": "Drive Capital Management LLC", "name_as_filed": "DRIVE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/drive-capital-management-llc-340924", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328377, "name": "DWT Financial", "name_as_filed": "DWT FINANCIAL", "url": "https://advisorcensus.com/firm/dwt-financial-328377", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342980, "name": "Emerald Wealth", "name_as_filed": "EMERALD WEALTH", "url": "https://advisorcensus.com/firm/emerald-wealth-342980", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325661, "name": "Fiduciary Organization, LLC", "name_as_filed": "FIDUCIARY ORGANIZATION, LLC", "url": "https://advisorcensus.com/firm/fiduciary-organization-llc-greenville-sc-325661", "city": "Greenville", "state": "SC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340836, "name": "First Rank Financial", "name_as_filed": "FIRST RANK FINANCIAL", "url": "https://advisorcensus.com/firm/first-rank-financial-340836", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343240, "name": "First There Financial", "name_as_filed": "FIRST THERE FINANCIAL", "url": "https://advisorcensus.com/firm/first-there-financial-343240", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307738, "name": "Flip Flops and Pearls Financial Planning", "name_as_filed": "FLIP FLOPS AND PEARLS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/flip-flops-and-pearls-financial-planning-mount-pleasant-sc-307738", "city": "Mount Pleasant", "state": "SC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328235, "name": "Flowrate Financial, LLC", "name_as_filed": "FLOWRATE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/flowrate-financial-llc-mount-pleasant-sc-328235", "city": "Mount Pleasant", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332158, "name": "Fowler Wealth Management", "name_as_filed": "FOWLER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/fowler-wealth-management-lake-city-sc-332158", "city": "Lake City", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329661, "name": "Genesia Investments LLC", "name_as_filed": "GENESIA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/genesia-investments-llc-reidville-sc-329661", "city": "Reidville", "state": "SC", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 145499, "name": "Global View Investment Advisors, LLC", "name_as_filed": "GLOBAL VIEW INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/global-view-investment-advisors-llc-greenville-sc-145499", "city": "Greenville", "state": "SC", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 127896, "name": "Goepper Burkhardt LLC", "name_as_filed": "GOEPPER BURKHARDT LLC", "url": "https://advisorcensus.com/firm/goepper-burkhardt-llc-greenville-sc-127896", "city": "Greenville", "state": "SC", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174196, "name": "Gordon Financial", "name_as_filed": "GORDON FINANCIAL", "url": "https://advisorcensus.com/firm/gordon-financial-174196", "city": null, "state": null, "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340643, "name": "Greene Directions LLC", "name_as_filed": "GREENE DIRECTIONS LLC", "url": "https://advisorcensus.com/firm/greene-directions-llc-340643", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309954, "name": "Greenville Capital", "name_as_filed": "GREENVILLE CAPITAL", "url": "https://advisorcensus.com/firm/greenville-capital-greenville-sc-309954", "city": "Greenville", "state": "SC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140795, "name": "Gunderson Capital Management", "name_as_filed": "GUNDERSON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/gunderson-capital-management-mount-pleasant-sc-140795", "city": "Mount Pleasant", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339478, "name": "GWA Wealth", "name_as_filed": "GWA WEALTH", "url": "https://advisorcensus.com/firm/gwa-wealth-mt-pleasant-sc-339478", "city": "Mt Pleasant", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152551, "name": "H I Management Services Inc.", "name_as_filed": "H I MANAGEMENT SERVICES INC.", "url": "https://advisorcensus.com/firm/h-i-management-services-inc-152551", "city": null, "state": null, "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/sc", "label": "Financial advisors in South Carolina" }, "fee_pages": [ { "path": "/advisors/sc/flat-fee", "label": "Flat-fee financial advisors in South Carolina", "firm_count": 155 }, { "path": "/advisors/sc/hourly", "label": "Hourly financial advisors in South Carolina", "firm_count": 129 } ], "metro_fee_pages": [ { "path": "/advisors/sc/charleston/fee-only", "firm_count": 34, "label": "Fee-only financial advisors in Charleston, SC" }, { "path": "/advisors/sc/greenville/fee-only", "firm_count": 14, "label": "Fee-only financial advisors in Greenville, SC" }, { "path": "/advisors/sc/columbia/fee-only", "firm_count": 12, "label": "Fee-only financial advisors in Columbia, SC" }, { "path": "/advisors/sc/hilton-head-island/fee-only", "firm_count": 11, "label": "Fee-only financial advisors in Hilton Head Island, SC" }, { "path": "/advisors/sc/florence/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Florence, SC" }, { "path": "/advisors/sc/spartanburg/fee-only", "firm_count": 2, "label": "Fee-only financial advisors in Spartanburg, SC" }, { "path": "/advisors/sc/myrtle-beach/fee-only", "firm_count": 1, "label": "Fee-only financial advisors in Myrtle Beach, SC" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }