CHARLESTON FINANCIAL ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$262,433,656
Discretionary
$250,747,465
Non-discretionary
$11,686,191
Firm details
- CRD number
- 137536
- SEC file number
- 801-107090
- Main office
- CHARLESTON, SC, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.