{ "path": "/advisors/sc", "url": "https://advisorcensus.com/advisors/sc/page/5", "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": 5, "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": 311052, "name": "Objectivity Squared Wealth Management", "name_as_filed": "OBJECTIVITY SQUARED WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/objectivity-squared-wealth-management-charleston-sc-311052", "city": "Charleston", "state": "SC", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170307, "name": "Oceanside Advisors LLC", "name_as_filed": "OCEANSIDE ADVISORS LLC", "url": "https://advisorcensus.com/firm/oceanside-advisors-llc-mount-pleasant-sc-170307", "city": "Mount Pleasant", "state": "SC", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 330035, "name": "Olympia Advisors LLC", "name_as_filed": "OLYMPIA ADVISORS LLC", "url": "https://advisorcensus.com/firm/olympia-advisors-llc-330035", "city": null, "state": null, "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110418, "name": "Palmer Jones & Associates, Inc.", "name_as_filed": "PALMER JONES & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/palmer-jones-and-associates-inc-bluffton-sc-110418", "city": "Bluffton", "state": "SC", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152286, "name": "Palmetto Advisory", "name_as_filed": "PALMETTO ADVISORY", "url": "https://advisorcensus.com/firm/palmetto-advisory-charleston-sc-152286", "city": "Charleston", "state": "SC", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 270012, "name": "Palmetto Coast Advisors, Inc.", "name_as_filed": "PALMETTO COAST ADVISORS, INC.", "url": "https://advisorcensus.com/firm/palmetto-coast-advisors-inc-mt-pleasant-sc-270012", "city": "Mt. Pleasant", "state": "SC", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156875, "name": "Palmetto Retirement Specialists, LLC", "name_as_filed": "PALMETTO RETIREMENT SPECIALISTS, LLC", "url": "https://advisorcensus.com/firm/palmetto-retirement-specialists-llc-williston-sc-156875", "city": "Williston", "state": "SC", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 168040, "name": "Pendleton Street Advisors, LLC", "name_as_filed": "PENDLETON STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pendleton-street-advisors-llc-columbia-sc-168040", "city": "Columbia", "state": "SC", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154232, "name": "Performa Limited (US), LLC", "name_as_filed": "PERFORMA LIMITED (US), LLC", "url": "https://advisorcensus.com/firm/performa-limited-us-llc-charleston-sc-154232", "city": "Charleston", "state": "SC", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157476, "name": "Permcap Investment Office", "name_as_filed": "PERMCAP INVESTMENT OFFICE", "url": "https://advisorcensus.com/firm/permcap-investment-office-charleston-sc-157476", "city": "Charleston", "state": "SC", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 318076, "name": "Piper Ventures LLC", "name_as_filed": "PIPER VENTURES LLC", "url": "https://advisorcensus.com/firm/piper-ventures-llc-aiken-sc-318076", "city": "Aiken", "state": "SC", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106711, "name": "Polaris Investment Partners, Inc", "name_as_filed": "POLARIS INVESTMENT PARTNERS, INC", "url": "https://advisorcensus.com/firm/polaris-investment-partners-inc-mount-pleasant-sc-106711", "city": "Mount Pleasant", "state": "SC", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341750, "name": "Preference Capital Partners LLC", "name_as_filed": "PREFERENCE CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/preference-capital-partners-llc-charleston-sc-341750", "city": "Charleston", "state": "SC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338276, "name": "Premier Financial Solutions, LLC", "name_as_filed": "PREMIER FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/premier-financial-solutions-llc-myrtle-beach-sc-338276", "city": "Myrtle Beach", "state": "SC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 171695, "name": "Premier Wealth Partners, LLC", "name_as_filed": "PREMIER WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/premier-wealth-partners-llc-summerville-sc-171695", "city": "Summerville", "state": "SC", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 331722, "name": "Prevailing Investment Advisors, LLC", "name_as_filed": "PREVAILING INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/prevailing-investment-advisors-llc-greenviille-sc-331722", "city": "Greenviille", "state": "SC", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 141625, "name": "Primetrust Advisors LLC", "name_as_filed": "PRIMETRUST ADVISORS LLC", "url": "https://advisorcensus.com/firm/primetrust-advisors-llc-greenville-sc-141625", "city": "Greenville", "state": "SC", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342089, "name": "Professional Planning & Wealth", "name_as_filed": "PROFESSIONAL PLANNING & WEALTH", "url": "https://advisorcensus.com/firm/professional-planning-and-wealth-greenville-sc-342089", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 331765, "name": "Prospera Funds, Inc.", "name_as_filed": "PROSPERA FUNDS, INC.", "url": "https://advisorcensus.com/firm/prospera-funds-inc-isle-of-palms-sc-331765", "city": "Isle of Palms", "state": "SC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308478, "name": "Quantaraxia LLC", "name_as_filed": "QUANTARAXIA LLC", "url": "https://advisorcensus.com/firm/quantaraxia-llc-308478", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 342833, "name": "Ramsey Smith Investment Solutions", "name_as_filed": "RAMSEY SMITH INVESTMENT SOLUTIONS", "url": "https://advisorcensus.com/firm/ramsey-smith-investment-solutions-342833", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328284, "name": "Reconstructing Wealth", "name_as_filed": "RECONSTRUCTING WEALTH", "url": "https://advisorcensus.com/firm/reconstructing-wealth-daniel-island-sc-328284", "city": "Daniel Island", "state": "SC", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147700, "name": "Red Triangle, LLC", "name_as_filed": "RED TRIANGLE, LLC", "url": "https://advisorcensus.com/firm/red-triangle-llc-mt-pleasant-sc-147700", "city": "Mt. Pleasant", "state": "SC", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340812, "name": "Resettle Wealth", "name_as_filed": "RESETTLE WEALTH", "url": "https://advisorcensus.com/firm/resettle-wealth-340812", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155529, "name": "REX Management LLC", "name_as_filed": "REX MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rex-management-llc-155529", "city": null, "state": null, "years_registered": 30, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323715, "name": "Rinascita, LLC", "name_as_filed": "RINASCITA, LLC", "url": "https://advisorcensus.com/firm/rinascita-llc-323715", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 302031, "name": "Riverbend Wealth Management, LLC", "name_as_filed": "RIVERBEND WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/riverbend-wealth-management-llc-myrtle-beach-sc-302031", "city": "Myrtle Beach", "state": "SC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 130223, "name": "Rogers Financial Advisory Group, LLC", "name_as_filed": "ROGERS FINANCIAL ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/rogers-financial-advisory-group-llc-greenville-sc-130223", "city": "Greenville", "state": "SC", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 171271, "name": "Runey & Associates Wealth Management", "name_as_filed": "RUNEY & ASSOCIATES WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/runey-and-associates-wealth-management-mount-pleasant-sc-171271", "city": "Mount Pleasant", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314582, "name": "S2F Capital Management", "name_as_filed": "S2F CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/s2f-capital-management-charleston-sc-314582", "city": "Charleston", "state": "SC", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 159515, "name": "Saos Capital, LLC", "name_as_filed": "SAOS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/saos-capital-llc-mount-pleasant-sc-159515", "city": "Mount Pleasant", "state": "SC", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335749, "name": "Schooner Wealth Management", "name_as_filed": "SCHOONER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/schooner-wealth-management-335749", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334402, "name": "Scipio Financial LLC", "name_as_filed": "SCIPIO FINANCIAL LLC", "url": "https://advisorcensus.com/firm/scipio-financial-llc-summerville-sc-334402", "city": "Summerville", "state": "SC", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336201, "name": "SE Hunt Capital, LLC", "name_as_filed": "SE HUNT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/se-hunt-capital-llc-336201", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334983, "name": "Seas Management, LLC", "name_as_filed": "SEAS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/seas-management-llc-florence-sc-334983", "city": "Florence", "state": "SC", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 149660, "name": "Seastrunk Financial Management, LLC", "name_as_filed": "SEASTRUNK FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/seastrunk-financial-management-llc-florence-sc-149660", "city": "Florence", "state": "SC", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132373, "name": "Sedona Asset Management Services, LLC", "name_as_filed": "SEDONA ASSET MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/sedona-asset-management-services-llc-132373", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297588, "name": "Shadow Wealth Management, LLC", "name_as_filed": "SHADOW WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shadow-wealth-management-llc-lexington-sc-297588", "city": "Lexington", "state": "SC", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290219, "name": "Sherman Financial & Wealth Management", "name_as_filed": "SHERMAN FINANCIAL & WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sherman-financial-and-wealth-management-daniel-island-sc-290219", "city": "Daniel Island", "state": "SC", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 312191, "name": "Silver Oak Leaf Financial Services L.L.C.", "name_as_filed": "SILVER OAK LEAF FINANCIAL SERVICES L.L.C.", "url": "https://advisorcensus.com/firm/silver-oak-leaf-financial-services-l-l-c-312191", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 169311, "name": "South Carolina Wealth Management Group, LLC", "name_as_filed": "SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/south-carolina-wealth-management-group-llc-169311", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121757, "name": "Southeast Financial Advisors", "name_as_filed": "SOUTHEAST FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/southeast-financial-advisors-greenville-sc-121757", "city": "Greenville", "state": "SC", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118508, "name": "Southern Capital Management Corporation", "name_as_filed": "SOUTHERN CAPITAL MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/southern-capital-management-corporation-charleston-sc-118508", "city": "Charleston", "state": "SC", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165306, "name": "Southstate Private Capital Management LLC", "name_as_filed": "SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/southstate-private-capital-management-llc-columbia-sc-165306", "city": "Columbia", "state": "SC", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144452, "name": "Spectrum Wealth Advisors, LLC", "name_as_filed": "SPECTRUM WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/spectrum-wealth-advisors-llc-columbia-sc-144452", "city": "Columbia", "state": "SC", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 301483, "name": "SQN Venture Partners, LLC", "name_as_filed": "SQN VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/sqn-venture-partners-llc-charleston-sc-301483", "city": "Charleston", "state": "SC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 341801, "name": "Stella Maris Wealth", "name_as_filed": "STELLA MARIS WEALTH", "url": "https://advisorcensus.com/firm/stella-maris-wealth-341801", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281278, "name": "Stokes Capital Advisors, LLC", "name_as_filed": "STOKES CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/stokes-capital-advisors-llc-greenwood-sc-281278", "city": "Greenwood", "state": "SC", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335804, "name": "Stono River Wealth Management LLC", "name_as_filed": "STONO RIVER WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/stono-river-wealth-management-llc-335804", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 149636, "name": "Stravolo Wealth Management, LLC", "name_as_filed": "STRAVOLO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stravolo-wealth-management-llc-spartanburg-sc-149636", "city": "Spartanburg", "state": "SC", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "other" ], "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" } }