Charleston Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and estate planning. Financial planning was provided to 11–25 clients last fiscal year.
Charleston Financial Advisors reports 203 clients. They include 108 individual clients, 88 high-net-worth individuals, and 5 pension and profit-sharing plans. Of its assets, 95.5% ($251M across 626 accounts) are managed with discretion; $11.7M across 17 accounts are not. It advised 15 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 16% |
| High-net-worth individuals | 43% | 80% |
| Pension and profit-sharing plans | 2% | 2% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 108 | $43.2M | 16.5% | $400K |
| High-net-worth individuals | 88 | $211M | 80.3% | $2.4M |
| Pension and profit-sharing plans | 5 | $6.39M | 2.4% | $1.28M |
| Charitable organizations | Fewer than 5 | $173K | 0.1% | $173K |
| Corporations and other businesses | Fewer than 5 | $1.86M | 0.7% | $1.86M |
| Total | 203 | $262M | 100% | — |
- Clients
- 108
- Regulatory AUM
- $43.2M
- AUM share
- 16.5%
- Avg. per client
- $400K
- Clients
- 88
- Regulatory AUM
- $211M
- AUM share
- 80.3%
- Avg. per client
- $2.4M
- Clients
- 5
- Regulatory AUM
- $6.39M
- AUM share
- 2.4%
- Avg. per client
- $1.28M
- Clients
- Fewer than 5
- Regulatory AUM
- $173K
- AUM share
- 0.1%
- Avg. per client
- $173K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.86M
- AUM share
- 0.7%
- Avg. per client
- $1.86M
Total
- Clients
- 203
- Regulatory AUM
- $262M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 15
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Charleston Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly financial planning and consulting fees range from $100 to $400 per hour, and fixed or project-based planning fees are set by engagement letter.
Myles Brandt owns 50% to 75% of Charleston Financial Advisors. The leadership team of Charleston Financial Advisors includes Chief Compliance Officer Diane Blackwelder. It has 5 employees, 2 of them in advisory roles.
Leadership
- Diane BlackwelderPrincipal, Chief Compliance Officer
- Myles BrandtPrincipal
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Diane Hall Blackwelder
- Myles Burdell Brandt
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Charleston Financial Advisors, LLC
Myles Brandt
Control person · since January 2018
- Owns 50% to 75% of Charleston Financial Advisors, LLC
Diane Blackwelder
Control person · since January 2018
Charleston Financial Advisors’ regulatory assets grew from $188M (March 2021) to $262M (March 2026); clients were 203 in both filings and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $262M | 203 | 5 | 1 |
| March 2025 | $234M | 202 | 5 | 1 |
| February 2024 | $211M | 195 | 5 | 1 |
| June 2023 | $186M | 202 | 4 | 1 |
| June 2022 | $217M | 200 | 5 | 1 |
| March 2021 | $188M | 200 | 4 | 1 |
Besides its headquarters, Charleston Financial Advisors has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 4 North Atlantic Wharf, Suite 200, CharlestonHQ
Contact and registration details
- Legal name
- Charleston Financial Advisors, LLC
- Headquarters
- 4 North Atlantic Wharf, Suite 200, Charleston, SC 29401-2168
- Website
- charlestonfinancial.net
- Phone
- 843-722-3331
- SEC file
- 801-107090
- Founded
- 1986
- Structure
- South Carolina LLC
- Fiscal year end
- December
Charleston Financial Advisors uses Charles Schwab ($262M) as custodian for its separately managed accounts. Charleston Financial Advisors has custody of $188M in client assets for 158 clients.
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $262M100%
At year end, Charleston Financial Advisors’ separately managed accounts were mostly in funds (76%) and stocks (18%).
What the accounts hold
- Stocks18%
- Exchange-traded equities17%
- Non-exchange-traded equities1%
- Funds76%
- Bonds1%
- Cash5%
How many clients does Charleston Financial Advisors have?
Charleston Financial Advisors has 203 clients and manages $262 million for them, as of March 2026. They include 108 individual clients, 88 high-net-worth individuals, and 5 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Charleston Financial Advisors offer?
Charleston Financial Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, and estate planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Charleston Financial Advisors use?
Charleston Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $262M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Charleston Financial Advisors have?
Charleston Financial Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Charleston Financial Advisors invest in?
At the end of its last fiscal year, Charleston Financial Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 5% cash and equivalents, 1% non-exchange-traded equities and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Charleston Financial Advisors?
Charleston Financial Advisors’ direct owners are Myles Brandt (50% to 75%) and Diane Blackwelder (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Charleston Financial Advisors get paid?
Charleston Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Charleston Financial Advisors registered with the SEC?
Yes, Charleston Financial Advisors has been registered with the SEC as an investment adviser since 4 January 2016. Its CRD number is 137536 and its SEC file number is 801-107090.
Source: Form ADV Part 1A, Item 1, filed 16 March 2026; IAPD firm record
How do I contact Charleston Financial Advisors?
Charleston Financial Advisors’ main office is at 4 North Atlantic Wharf, Suite 200, Charleston, SC 29401-2168. Its phone number is 843-722-3331. Its website is charlestonfinancial.net.