Charleston Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charleston, SC. Its latest Form ADV filing, dated March 16, 2026, reports $262M in regulatory assets under management, 5 employees, and 643 accounts.
Assets Under Management
$262M
Employees
5
Offices
--
Total Clients
203
Primary office
CHARLESTON, SC
4 NORTH ATLANTIC WHARF, SUITE 200, CHARLESTON, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.2% of total clients.
Top client categories% of clientsClients
1
Individuals
53.2%
108
2
HNWI
43.3%
88
3
Pension Plans
2.5%
5
4
Charitable
0.5%
1
5
Corporations
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of March 16, 2026
Discretionary95.5%
$251M
96% of total RAUM95.5%
Non-discretionary4.5%
$12M
4% of total RAUM4.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$262M
Total Accounts643
10Y AUM Change+$127M (+94.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.