{
  "crd_number": 308263,
  "slug": "generouswealth-llc-summerville-sc-308263",
  "primary_business_name": "GENEROUSWEALTH, LLC",
  "legal_name": "GENEROUSWEALTH, LLC",
  "dbas": [
    "COMPASS INVESTMENT ADVISORS, LLC",
    "MONEYDOVE"
  ],
  "city": "Summerville",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "16700",
  "metro": {
    "cbsa_code": "16700",
    "common_name": "Charleston",
    "msa_name": "Charleston-North Charleston, SC",
    "path": "/advisors/sc/charleston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-21",
  "carried_forward": false,
  "raum_total": 110365201.0,
  "raum_discretionary": 110365201.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 71737380.0,
      "count": 267
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 38627821.0,
      "count": 38
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "LA",
    "NC",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/generouswealth",
    "https://facebook.com/myinvestingadvisor",
    "https://facebook.com/mymoneydove",
    "https://generouswealth.com",
    "https://linkedin.com/company/compass-investment-advisors-llc",
    "https://linkedin.com/company/generouswealth",
    "https://moneydove.com",
    "https://myinvestingadvisor.com",
    "https://twitter.com/GenerousWealth",
    "https://twitter.com/compassinvest1"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308263",
  "city_as_filed": "SUMMERVILLE",
  "url": "https://advisorcensus.com/firm/generouswealth-llc-summerville-sc-308263",
  "display_name": "Generouswealth, LLC",
  "summary": "Generouswealth, LLC is an SEC-registered investment advisory firm in Summerville, SC, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 21, 2026.",
  "citation": "AdvisorCensus. Generouswealth, LLC (CRD 308263): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Generouswealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Generouswealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Generouswealth, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 27, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states); Flat fee: $500 to $15,000 (creating client financial plans); Subscription: $250 a year (Portal Only Subscription Fee (No Financial Plan)). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Generouswealth, LLC located?",
      "a": "Generouswealth, LLC's principal office is in Summerville, SC, according to its Form ADV."
    },
    {
      "q": "Is Generouswealth, LLC registered with the SEC or a state?",
      "a": "Generouswealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 308263."
    },
    {
      "q": "How much does Generouswealth, LLC manage?",
      "a": "Generouswealth, LLC reports $110,365,201 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Generouswealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (267); high net worth individuals (38)."
    },
    {
      "q": "Which custodians does Generouswealth, LLC use?",
      "a": "Generouswealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Betterment Securities and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Generouswealth, LLC report any disciplinary disclosures?",
      "a": "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/308263"
    },
    {
      "q": "Does Generouswealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 27, 2026 says: \"There is no account minimum for any of GW’s services.\""
    },
    {
      "q": "What changed in Generouswealth, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $15,000 (creating client financial plans)",
      "Subscription: $250 a year (Portal Only Subscription Fee (No Financial Plan))"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "$0 – Any Amount   Not To Exceed 2%",
          "These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of GW’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $15,000 (creating client financial plans)"
        ],
        "quotes": [
          "The negotiated fixed rate for creating client financial plans is between $500 and $15,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $250 a year (Portal Only Subscription Fee (No Financial Plan))"
        ],
        "quotes": [
          "The fee will range from $250 a year or $25 a month."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "creating client financial plans"
        },
        {
          "kind": "subscription",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Portal Only Subscription Fee (No Financial Plan)"
        }
      ]
    },
    "quotes": [
      "$0 – Any Amount   Not To Exceed 2%",
      "These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.",
      "There is no account minimum for any of GW’s services.",
      "The negotiated fixed rate for creating client financial plans is between $500 and $15,000.",
      "The fee will range from $250 a year or $25 a month."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Betterment Securities",
      "name_as_filed": "BETTERMENT SECURITIES",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/generouswealth-llc-summerville-sc-308263.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 267,
      "fewer_than_5": false,
      "raum": 71737380.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 38627821.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/308263",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}