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Largest RIA Firms in Mt Pleasant, South Carolina by AUM

Explore registered investment advisers headquartered in Mt Pleasant, South Carolina, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 7 firms with $2.4B in total reported AUM and median AUM of $274.0M.

Firms

Matching current profiles

Total AUM

$2.4B

Reported regulatory AUM

Median AUM

$274.0M

Across firms with AUM

Largest firm

$559.3M

Headland Capital

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Headland Capital CRD 332277 · Limited Liability Company	MT. PLEASANT, SC	$559.3M Jun 2026	+$156.3M+38.8%	—	—	—	0 employees+0.0% over 1Y	+925 accounts+68.2% over 1Y
2. Jackson Financial Services, LLC CRD 132252 · Limited Liability Company	MT. PLEASANT, SC	$498.1M Mar 2026	+$22.2M+4.7%	+$228.6M+84.8%	+$249.3M+100.2%	+$495.6M+20171.3%	0 employees+0.0% over 3Y	+72 accounts+8.1% over 3Y
3. Fusion Capital, LLC CRD 154726 · Limited Liability Company	MT. PLEASANT, SC	$492.3M Sep 2026	+$86.9M+21.4%	+$218.7M+79.9%	+$266.2M+117.7%	+$461.3M+1488.2%	-1 employees-14.3% over 3Y	+219 accounts+13.8% over 3Y
4. Jp Wealth Management, INC. CRD 129475 · Corporation	MT. PLEASANT, SC	$274.0M Mar 2026	+$21.6M+8.6%	+$46.7M+20.5%	-$25.6M-8.6%	+$128.7M+88.6%	0 employees+0.0% over 3Y	+30 accounts+12.9% over 3Y
5. Breach Inlet Capital Management, LLC CRD 282056 · Limited Liability Company	MT. PLEASANT, SC	$227.7M Mar 2026	+$91.7M+67.5%	—	—	+$91.7M+67.5%	+1 employees+33.3% over 1Y	0 accounts+0.0% over 1Y
6. Carroll Investors, INC. CRD 311180 · Corporation	MT PLEASANT, SC	$221.4M Mar 2026	+$8.1M+3.8%	+$33.4M+17.8%	+$31.4M+16.6%	—	0 employees+0.0% over 3Y	-202 accounts-40.4% over 3Y
7. Modern Capital Management, CO. CRD 306631 · Corporation	MT PLEASANT, SC	$90.7M Mar 2026	-$10.1M-10.0%	+$77.3M+578.6%	—	—	+1 employees+20.0% over 3Y	+24 accounts+2400.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.