Match Grade Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated March 24, 2026, reports $479M in regulatory assets under management, 8 employees, 1 office, and 372 accounts.
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
215
2
Pension Plans
22.6%
84
3
HNWI
19.6%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$479Mas of March 24, 2026
Discretionary63.1%
$302M
63% of total RAUM63.1%
Non-discretionary36.9%
$177M
37% of total RAUM36.9%
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.
Total AUM$479M
Total Accounts372
10Y AUM Change+$339M (+242.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee47:1
10Y Employee Change+6 (+300.0%)
* 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.