CRD: 137536
Charleston Financial Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-13-2006
- Office Locations
- 2
Office Locations
About Charleston Financial Advisors, LLC
Charleston Financial Advisors is an independent, fee-only RIA in Charleston, SC providing comprehensive financial planning and ongoing investment management for individuals and families—especially pre-retirees and early retirees delegating portfolio oversight, plus clients navigating inheritance, divorce, or widowhood. NAPFA-registered fiduciaries since 1986; primary custodian includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DIANE HALL BLACKWELDER
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #2246611
- Ownership
- 50% but less than 75%
MYLES BURDELL BRANDT
Investment Advisor Representative, PRINCIPAL
- CRD
- #5637391
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $250,747,465 | $400,555 |
| Non-Discretionary | $11,686,191 | $687,423 |
| Total | $262,433,656 | $408,139 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing