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Wealth management firms in Charleston, South Carolina

As of October 2, 2026, 24 wealth management firms, including broker-dealer firms, with their main office in Charleston, South Carolina reported $6.4 billion in regulatory assets under management; the largest by assets was Permcap Investment Office, with $4.0 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
24
Regulatory assets under management
$6.4 billion
Average per firm
$266.6 million
SEC-registered, of those listed
9 of 24 (37.5%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Permcap Investment Office SEC $4.0 billion 65
2 Objectivity Squared Wealth Management SEC $487.8 million 1,003
3 Ballast Rock Private Wealth SEC $405.7 million 642
4 Nicholson Wealth Management Group SEC $322.0 million 543
5 Capasso Planning Partners LLC SEC $274.2 million 1,073
6 Charleston Financial Advisors, LLC SEC $262.4 million 643
7 Warren Capital Group SEC $131.0 million 428
8 Advisor.com SEC $126.8 million 2,029
9 Blue Granite Capital, LLC SEC $108.8 million 89
10 Kaizen Wealth Management, LLC State $68.5 million 120
11 Calidris Financial, LLC State $43.3 million 106
12 Southern Capital Management Corporation State $43.0 million 130
13 Matthew Laydon Capital Management State $30.0 million 60
14 Veritas Wealth Management LLC State $26.5 million 153
15 Hampton Park Financial Planners State $19.7 million 302
16 Collins Advisors State $14.4 million 21
17 Time & Wealth Management, LLC State $8.4 million 9
18 Income Growth Advisors, LLC State $4.4 million 22
19 Integritas Wealth Strategies, LLC State $3.7 million 56
20 Active Lifestyle Financial Planning State $0 0
21 Akin Investments, L.L.C. State $0 0
22 Atvantis Wealth Management, LLC State $0 0
23 Denbigh Capital Management, LLC State $0 0
24 Yourvalues Wealth Counsel, LLC State $0 0

Wealth management firms in South Carolina, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.