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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Foundation fusionCrest insight
- Established Date
- 05-01-2022
- Office Locations
- 2
Office Locations
About Advisor.com
Advisor.com is a Charleston, SC-based advisory firm with a presence in Charlotte, serving retail clients including entrepreneurs. The firm provides financial planning and wealth management, including tax and estate planning, insurance, and portfolio construction, with an ETF-focused approach centered on asset allocation and risk management. The firm has been featured in The Wall Street Journal, Barron's, and MarketWatch.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HUNTER STUNZI
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- --
- Ownership
- 25% but less than 50%
JANE ROUNTREE EUDY
--
- CRD
- --
- Ownership
- 5% but less than 10%
North eagle
Atlas beacon insight
- CRD
- #29852
- Ownership
- 13.3%
Showing 2 of 5 owners & executives
Unlock allContacts
Kellen Patrick Thayer
--
- CRD
- #6668417
MICHAEL M WILLIAMSON
Advisor
- CRD
- #5963437
Focus harbor
Fusion peak
- CRD
- #93145
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $126,820,765 | $62,504 |
| Total | $126,820,765 | $62,504 |
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Separately Managed Accounts
Total SMA Asset: $126,820,765
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,760,817,016 | 100.0% |
| Total | $8,760,817,016 | 100.0% |