{ "path": "/advisors/sc", "url": "https://advisorcensus.com/advisors/sc/page/4", "page_type": "state", "title": "Financial advisors in South Carolina", "filters": {}, "scope_total": 302, "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 302 investment advisory firms with a principal office in South Carolina, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in South Carolina: 302 firms from Form ADV filings as of October 2026.", "total_firms": 302, "page": 4, "total_pages": 7, "sort": "name", "registration_types": { "sec": 120, "state": 170, "exempt": 12 }, "fee_model_mix": [ { "code": "fee-only", "count": 126 }, { "code": "percentage_of_aum", "count": 265 }, { "code": "hourly", "count": 129 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 155 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 23 }, { "code": "other", "count": 35 }, { "code": "not_reported", "count": 12 } ], "years_registered_distribution": [ { "code": "under_5", "count": 128 }, { "code": "5_to_9", "count": 61 }, { "code": "10_to_19", "count": 71 }, { "code": "20_plus", "count": 41 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 100 }, { "code": "25m_100m", "count": 55 }, { "code": "100m_500m", "count": 79 }, { "code": "500m_1b", "count": 14 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 4 }, { "code": "not_reported", "count": 35 } ], "firms": [ { "crd_number": 283990, "name": "J. Benjamin Financial, LLC", "name_as_filed": "J. BENJAMIN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/j-benjamin-financial-llc-mount-pleasant-sc-283990", "city": "Mount Pleasant", "state": "SC", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144039, "name": "J. Freeman & Associates", "name_as_filed": "J. FREEMAN & ASSOCIATES", "url": "https://advisorcensus.com/firm/j-freeman-and-associates-greenville-sc-144039", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132252, "name": "Jackson Financial Services, LLC", "name_as_filed": "JACKSON FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/jackson-financial-services-llc-mt-pleasant-sc-132252", "city": "Mt. Pleasant", "state": "SC", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 155793, "name": "Jackson Taylor Investment Securities", "name_as_filed": "JACKSON TAYLOR INVESTMENT SECURITIES", "url": "https://advisorcensus.com/firm/jackson-taylor-investment-securities-155793", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304253, "name": "Jehm Wealth & Retirement, LLC", "name_as_filed": "JEHM WEALTH & RETIREMENT, LLC", "url": "https://advisorcensus.com/firm/jehm-wealth-and-retirement-llc-simpsonville-sc-304253", "city": "Simpsonville", "state": "SC", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 135868, "name": "Jones & Co Wealth Management, Inc", "name_as_filed": "JONES & CO WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/jones-and-co-wealth-management-inc-135868", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129475, "name": "JP Wealth Management, Inc.", "name_as_filed": "JP WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/jp-wealth-management-inc-mt-pleasant-sc-129475", "city": "Mt. Pleasant", "state": "SC", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331906, "name": "K2 Wealth Management", "name_as_filed": "K2 WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/k2-wealth-management-331906", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131466, "name": "Kaizen Wealth Management, LLC", "name_as_filed": "KAIZEN WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kaizen-wealth-management-llc-charleston-sc-131466", "city": "Charleston", "state": "SC", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172110, "name": "KD Capital Management, LLC", "name_as_filed": "KD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kd-capital-management-llc-charleston-sc-172110", "city": "Charleston", "state": "SC", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 145023, "name": "Keen Capital, Ltd", "name_as_filed": "KEEN CAPITAL, LTD", "url": "https://advisorcensus.com/firm/keen-capital-ltd-chapin-sc-145023", "city": "Chapin", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170032, "name": "King and Company, Incorporated", "name_as_filed": "KING AND COMPANY, INCORPORATED", "url": "https://advisorcensus.com/firm/king-and-company-incorporated-170032", "city": null, "state": null, "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 290449, "name": "Kinwell LLC", "name_as_filed": "KINWELL LLC", "url": "https://advisorcensus.com/firm/kinwell-llc-charleston-sc-290449", "city": "Charleston", "state": "SC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154672, "name": "Kirby Financial Associates, LLC", "name_as_filed": "KIRBY FINANCIAL ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/kirby-financial-associates-llc-darlington-sc-154672", "city": "Darlington", "state": "SC", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 281305, "name": "Lang Capital", "name_as_filed": "LANG CAPITAL", "url": "https://advisorcensus.com/firm/lang-capital-bluffton-sc-281305", "city": "Bluffton", "state": "SC", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 173159, "name": "Liberty Hall Capital Partners, L.P.", "name_as_filed": "LIBERTY HALL CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/liberty-hall-capital-partners-l-p-charleston-sc-173159", "city": "Charleston", "state": "SC", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 335227, "name": "Limehouse Wealth Management LLC", "name_as_filed": "LIMEHOUSE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/limehouse-wealth-management-llc-lexington-sc-335227", "city": "Lexington", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327955, "name": "Limited Edition Capital LLC", "name_as_filed": "LIMITED EDITION CAPITAL LLC", "url": "https://advisorcensus.com/firm/limited-edition-capital-llc-murrells-inlet-sc-327955", "city": "Murrells Inlet", "state": "SC", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135255, "name": "Loveland & Bastian Financial Services Group, LLC", "name_as_filed": "LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC", "url": "https://advisorcensus.com/firm/loveland-and-bastian-financial-services-group-llc-mt-pleasant-sc-135255", "city": "Mt. Pleasant", "state": "SC", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 8733, "name": "LPL Enterprise, LLC", "name_as_filed": "LPL ENTERPRISE, LLC", "url": "https://advisorcensus.com/firm/lpl-enterprise-llc-fort-mill-sc-8733", "city": "Fort Mill", "state": "SC", "years_registered": 2, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 6413, "name": "LPL Financial LLC", "name_as_filed": "LPL FINANCIAL LLC", "url": "https://advisorcensus.com/firm/lpl-financial-llc-fort-mill-sc-6413", "city": "Fort Mill", "state": "SC", "years_registered": 51, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 296980, "name": "Luther Wealth Management", "name_as_filed": "LUTHER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/luther-wealth-management-296980", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155303, "name": "M Capital Wealth Management, LLC", "name_as_filed": "M CAPITAL WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/m-capital-wealth-management-llc-cheraw-sc-155303", "city": "Cheraw", "state": "SC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144717, "name": "Macaulay & Associates, LLC", "name_as_filed": "MACAULAY & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/macaulay-and-associates-llc-fort-mill-sc-144717", "city": "Fort Mill", "state": "SC", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135759, "name": "Magnolia Financial Planning Services, Inc.", "name_as_filed": "MAGNOLIA FINANCIAL PLANNING SERVICES, INC.", "url": "https://advisorcensus.com/firm/magnolia-financial-planning-services-inc-seneca-sc-135759", "city": "Seneca", "state": "SC", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 333186, "name": "Marshall Financial", "name_as_filed": "MARSHALL FINANCIAL", "url": "https://advisorcensus.com/firm/marshall-financial-333186", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299181, "name": "Match Grade Advisors", "name_as_filed": "MATCH GRADE ADVISORS", "url": "https://advisorcensus.com/firm/match-grade-advisors-greenville-sc-299181", "city": "Greenville", "state": "SC", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329960, "name": "Matthew Laydon Capital Management", "name_as_filed": "MATTHEW LAYDON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/matthew-laydon-capital-management-charleston-sc-329960", "city": "Charleston", "state": "SC", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291443, "name": "Matthews Wealth Management LLC", "name_as_filed": "MATTHEWS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/matthews-wealth-management-llc-greenville-sc-291443", "city": "Greenville", "state": "SC", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317016, "name": "Matty AI Inc.", "name_as_filed": "MATTY AI INC.", "url": "https://advisorcensus.com/firm/matty-ai-inc-greenville-sc-317016", "city": "Greenville", "state": "SC", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 153804, "name": "McGehee Wealth Advisory Group, Inc.", "name_as_filed": "MCGEHEE WEALTH ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/mcgehee-wealth-advisory-group-inc-indian-land-sc-153804", "city": "Indian Land", "state": "SC", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305086, "name": "Metis Wealth Management & Planning LLC", "name_as_filed": "METIS WEALTH MANAGEMENT & PLANNING LLC", "url": "https://advisorcensus.com/firm/metis-wealth-management-and-planning-llc-bluffton-sc-305086", "city": "Bluffton", "state": "SC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146718, "name": "Minas Wealth Management LLC", "name_as_filed": "MINAS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/minas-wealth-management-llc-okatie-sc-146718", "city": "Okatie", "state": "SC", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328104, "name": "Missional Advisor Group", "name_as_filed": "MISSIONAL ADVISOR GROUP", "url": "https://advisorcensus.com/firm/missional-advisor-group-mount-pleasant-sc-328104", "city": "Mount Pleasant", "state": "SC", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152300, "name": "MKB Consulting LLC", "name_as_filed": "MKB CONSULTING LLC", "url": "https://advisorcensus.com/firm/mkb-consulting-llc-north-charleston-sc-152300", "city": "North Charleston", "state": "SC", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 306631, "name": "Modern Capital Management, Co.", "name_as_filed": "MODERN CAPITAL MANAGEMENT, CO.", "url": "https://advisorcensus.com/firm/modern-capital-management-co-mt-pleasant-sc-306631", "city": "Mt Pleasant", "state": "SC", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154987, "name": "Money Poole...solutions for Life, LLC", "name_as_filed": "MONEY POOLE...SOLUTIONS FOR LIFE, LLC", "url": "https://advisorcensus.com/firm/money-poole-solutions-for-life-llc-154987", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 105977, "name": "Morgan Investments Inc", "name_as_filed": "MORGAN INVESTMENTS INC", "url": "https://advisorcensus.com/firm/morgan-investments-inc-greenville-sc-105977", "city": "Greenville", "state": "SC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114862, "name": "Morris Financial Concepts, Inc.", "name_as_filed": "MORRIS FINANCIAL CONCEPTS, INC.", "url": "https://advisorcensus.com/firm/morris-financial-concepts-inc-mount-pleasant-sc-114862", "city": "Mount Pleasant", "state": "SC", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297500, "name": "MTM Investment Management, LLC", "name_as_filed": "MTM INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mtm-investment-management-llc-spartanburg-sc-297500", "city": "Spartanburg", "state": "SC", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324792, "name": "Mullooly Wealth Planning LLC", "name_as_filed": "MULLOOLY WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/mullooly-wealth-planning-llc-clover-sc-324792", "city": "Clover", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306130, "name": "Multipath Wealth Management", "name_as_filed": "MULTIPATH WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/multipath-wealth-management-columbia-sc-306130", "city": "Columbia", "state": "SC", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328845, "name": "Nautilus Funding Solutions", "name_as_filed": "NAUTILUS FUNDING SOLUTIONS", "url": "https://advisorcensus.com/firm/nautilus-funding-solutions-daniel-island-sc-328845", "city": "Daniel Island", "state": "SC", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148447, "name": "Neal Advisors, LLC", "name_as_filed": "NEAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/neal-advisors-llc-columbia-sc-148447", "city": "Columbia", "state": "SC", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 327001, "name": "Nicholson Wealth Management Group", "name_as_filed": "NICHOLSON WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/nicholson-wealth-management-group-charleston-sc-327001", "city": "Charleston", "state": "SC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129422, "name": "Norris Financial Group, LLC", "name_as_filed": "NORRIS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/norris-financial-group-llc-greenville-sc-129422", "city": "Greenville", "state": "SC", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157908, "name": "Novus Advisors", "name_as_filed": "NOVUS ADVISORS", "url": "https://advisorcensus.com/firm/novus-advisors-greenville-sc-157908", "city": "Greenville", "state": "SC", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137192, "name": "Oak Advisors, LLC", "name_as_filed": "OAK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/oak-advisors-llc-bluffton-sc-137192", "city": "Bluffton", "state": "SC", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285091, "name": "Oak Capital Advisors, LLC", "name_as_filed": "OAK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/oak-capital-advisors-llc-285091", "city": null, "state": null, "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 139400, "name": "Oak Street Advisors", "name_as_filed": "OAK STREET ADVISORS", "url": "https://advisorcensus.com/firm/oak-street-advisors-myrtle-beach-sc-139400", "city": "Myrtle Beach", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/sc/charleston", "name": "Charleston", "msa_name": "Charleston-North Charleston, SC", "state_code": "SC", "firm_count": 95 }, { "path": "/advisors/sc/greenville", "name": "Greenville", "msa_name": "Greenville-Anderson-Greer, SC", "state_code": "SC", "firm_count": 45 }, { "path": "/advisors/sc/columbia", "name": "Columbia", "msa_name": "Columbia, SC", "state_code": "SC", "firm_count": 31 }, { "path": "/advisors/sc/hilton-head-island", "name": "Hilton Head Island", "msa_name": "Hilton Head Island-Bluffton-Port Royal, SC", "state_code": "SC", "firm_count": 21 }, { "path": "/advisors/sc/myrtle-beach", "name": "Myrtle Beach", "msa_name": "Myrtle Beach-Conway-North Myrtle Beach, SC", "state_code": "SC", "firm_count": 6 }, { "path": "/advisors/sc/florence", "name": "Florence", "msa_name": "Florence, SC", "state_code": "SC", "firm_count": 5 }, { "path": "/advisors/sc/spartanburg", "name": "Spartanburg", "msa_name": "Spartanburg, SC", "state_code": "SC", "firm_count": 5 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/sc", "label": "Financial advisors in South Carolina" }, "fee_pages": [ { "path": "/advisors/sc/fee-only", "label": "Fee-only financial advisors in South Carolina", "firm_count": 126 }, { "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 } ] }, "csv": "https://advisorcensus.com/advisors/sc.csv", "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" } }