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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-19-2013
- Office Locations
- 1
Office Locations
About South Carolina Wealth Management Group, LLC
South Carolina Wealth Management Group is a Columbia, SC boutique RIA serving professionals, entrepreneurs, and high-net-worth families with personalized financial planning, tax/estate and business-succession support, and portfolio construction. Positioning itself as a “financial concierge”/family CFO, the firm revisits goals annually and implements primarily with ETFs and public funds, with Schwab as custodian.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW BRANDON SMITH
Advisor, Chief Compliance Officer, Chief Investment Officer
- CRD
- #6260071
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,151,467 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,151,467 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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