CRD: 168040
Pendleton Street Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-22-2013
- Office Locations
- 1
Office Locations
About Pendleton Street Advisors, LLC
Pendleton Street Advisors (Columbia, SC) partners with business owners and entrepreneurs on financial analysis and forecasting to support decisions around debt, equity, owner wealth and exit scenarios. The firm also provides financial planning and investment management (Schwab custody) and can serve as a non-family facilitator for complex family-business conversations.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 54 clients, or 18 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on February 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Pendleton Street Advisors, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Pendleton Street Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN HAMPTON BARNES
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5505348
- Ownership
- 75% or more
JOSHUA REID GREENE
Chief Investment Officer
- CRD
- #5690935
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
CHRISTIAN LAMAR TYLER
Director of Financial Planning and Portfolio Operations
- CRD
- #6222686
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,164,799 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,164,799 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Pendleton Street Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.