$25.2M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2007
- Office Locations
- 1
Office Locations
-- Charleston SC
About Carolopolis Fiduciary Counsel, Inc.
Carolopolis Fiduciary Counsel, Inc. is a Charleston, SC-based boutique advisory firm serving retail clients with financial planning, insurance and 529 plan guidance alongside asset allocation portfolios implemented primarily with ETFs and mutual funds. The practice custodians with Charles Schwab & Co., a relevant detail for platform and distribution alignment.
Team overview
-- AVG AGE
$25.2M AVG AUM / ADVISOR
$406.7K AVG AUM / CLIENT
14.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRENT ERIK BENTRIM
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #2736788
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,837,751 | $119,378 |
| Non-Discretionary | $10,376,017 | $158,642 |
| Total | $25,213,768 | $125,304 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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