# Advisor.com

> Advisor.com is an SEC-registered investment advisory firm in Charleston, SC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 318823
- Filed as: ADVISOR.COM
- Legal name: Advr, Inc
- Also doing business as: ADVISOR WEALTH MANAGEMENT, SUMMIT WEALTH GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318823
- AdvisorCensus page: https://advisorcensus.com/firm/advisor-com-charleston-sc-318823

## Quick answers

**How is Advisor.com compensated?**
On its Form ADV (Item 5.E, October 2026), Advisor.com reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Advisor.com located?**
Advisor.com's principal office is in Charleston, SC, according to its Form ADV.

**Is Advisor.com registered with the SEC or a state?**
Advisor.com is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 318823.

**How much does Advisor.com manage?**
Advisor.com reports $126,820,765 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**How have Advisor.com's assets and staff changed since 2024?**
In the Form ADV data for Advisor.com: Regulatory assets under management: $27,810,000 in the October 2024 data and $126,820,765 in the October 2026 data, up 356%. Total employees: 8 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advisor.com serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (403); high net worth individuals (23).

**Which custodians does Advisor.com use?**
Advisor.com's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Advisor.com report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318823

**Does Advisor.com state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Advisor offers investment management and financial consulting services to individuals and high net- worth individuals as well charitable organizations and other institutional clients. Advisor does not impose a minimum account size."

**What changed in Advisor.com's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Summit Wealth Group. Regulatory assets under management went from $51,307,184 to $126,820,765 (+147%). Registered or notice-filed in AZ, FL, MN, OH, OR, PA, TN, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> Advisor offers investment management and financial consulting services to individuals and high net- worth individuals as well charitable organizations and other institutional clients. Advisor does not impose a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,820,765
- Discretionary: $0
- Non-discretionary: $126,820,765

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 403 | $91,798,346 |
| High net worth individuals | 23 | $35,022,419 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 12 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advisor.com
- awm.co
- summitwealthgrp.com
- Facebook @awmdotco
- Instagram @awmdotco
- LinkedIn @advisor-com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $27,810,000 | 8 | July 19, 2024 |
| October 2025 | $51,307,184 | 14 | June 20, 2025 |
| October 2026 | $126,820,765 | 12 | March 30, 2026 |

Regulatory assets under management: $27,810,000 in the October 2024 data and $126,820,765 in the October 2026 data, up 356%.
Total employees: 8 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Summit Wealth Group.
- Regulatory assets under management went from $51,307,184 to $126,820,765 (+147%).
- Registered or notice-filed in AZ, FL, MN, OH, OR, PA, TN, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisor.com (CRD 318823): Form ADV filing data as of October 2026.