# Match Grade Advisors

> Match Grade Advisors is an SEC-registered investment advisory firm in Greenville, SC, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 299181
- Filed as: MATCH GRADE ADVISORS
- Legal name: Match Grade Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299181
- AdvisorCensus page: https://advisorcensus.com/firm/match-grade-advisors-greenville-sc-299181

## Quick answers

**How is Match Grade Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Match Grade Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Match Grade Advisors located?**
Match Grade Advisors' principal office is in Greenville, SC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Match Grade Advisors registered with the SEC or a state?**
Match Grade Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 299181.

**How much does Match Grade Advisors manage?**
Match Grade Advisors reports $479,384,674 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (63% discretionary).

**How have Match Grade Advisors' assets and staff changed since 2021?**
In the Form ADV data for Match Grade Advisors: Regulatory assets under management: $176,927,127 in the October 2021 data and $479,384,674 in the October 2026 data, up 171%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Match Grade Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (215); pension and profit sharing plans (but not the plan participants or government pension plans) (84); high net worth individuals (73).

**Which custodians does Match Grade Advisors use?**
Match Grade Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Match Grade Advisors 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/299181

**What changed in Match Grade Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 4. Regulatory assets under management went from $361,004,534 to $479,384,674 (+33%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $479,384,674
- Discretionary: $302,420,662
- Non-discretionary: $176,964,012

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 215 | $67,553,906 |
| High net worth individuals | 73 | $109,410,106 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 84 | $302,420,662 |

### 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
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, NH, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Mt. Pleasant, SC

### Websites listed on Form ADV (Item 1.I)
- [matchgradeadvisors.com](https://matchgradeadvisors.com)
- LinkedIn @matchgrade

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $176,927,127 | 5 | August 25, 2021 |
| October 2022 | $223,299,206 | 5 | April 20, 2022 |
| October 2023 | $214,886,266 | 5 | March 28, 2023 |
| October 2024 | $279,260,383 | 5 | March 20, 2024 |
| October 2025 | $361,004,534 | 5 | March 12, 2025 |
| October 2026 | $479,384,674 | 8 | March 24, 2026 |

Regulatory assets under management: $176,927,127 in the October 2021 data and $479,384,674 in the October 2026 data, up 171%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 4.
- Regulatory assets under management went from $361,004,534 to $479,384,674 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Match Grade Advisors (CRD 299181): Form ADV filing data as of October 2026.