# South Carolina Wealth Management Group, LLC

> South Carolina Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 169311
- Filed as: SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169311
- AdvisorCensus page: https://advisorcensus.com/firm/south-carolina-wealth-management-group-llc-169311

## Quick answers

**How is South Carolina Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), South Carolina Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is South Carolina Wealth Management Group, LLC registered with the SEC or a state?**
South Carolina Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169311.

**How much does South Carolina Wealth Management Group, LLC manage?**
South Carolina Wealth Management Group, LLC reports $2,151,467 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does South Carolina Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (1).

**Does South Carolina Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169311

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,151,467
- Discretionary: $2,151,467
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $1,465,314 |
| High net worth individuals | 1 | $686,153 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [scwealth.com](https://scwealth.com)
- Facebook @SOUTH-CAROLINA-WEALTH-MANAGEMENT-GROUP-1553145911606805
- LinkedIn @SOUTH-CAROLINA-WEALTH-MANAGEMENT-GROUP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. South Carolina Wealth Management Group, LLC (CRD 169311): Form ADV filing data as of October 2026.