Match Grade Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Match Grade Advisors reports 372 clients. They include 215 individual clients, 84 pension and profit-sharing plans, and 73 high-net-worth individuals. Of its assets, 63.1% ($302M across 84 accounts) are managed with discretion; $177M across 288 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 14% |
| High-net-worth individuals | 20% | 23% |
| Pension and profit-sharing plans | 23% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 215 | $67.6M | 14.1% | $314K |
| High-net-worth individuals | 73 | $109M | 22.8% | $1.5M |
| Pension and profit-sharing plans | 84 | $302M | 63.1% | $3.6M |
| Total | 372 | $479M | 100% | $1.29M |
- Clients
- 215
- Regulatory AUM
- $67.6M
- AUM share
- 14.1%
- Avg. per client
- $314K
- Clients
- 73
- Regulatory AUM
- $109M
- AUM share
- 22.8%
- Avg. per client
- $1.5M
- Clients
- 84
- Regulatory AUM
- $302M
- AUM share
- 63.1%
- Avg. per client
- $3.6M
Total
- Clients
- 372
- Regulatory AUM
- $479M
- AUM share
- 100%
- Avg. per client
- $1.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Match Grade Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Retirement Funding Advisors, LLC owns 50% to 75% of Match Grade Advisors and is in turn owned by James Vaughan (75% or more). The leadership team of Match Grade Advisors includes Chief Compliance Officer James Vaughan. It has 8 employees, 4 of them in advisory roles.
Staff
- 8 employees
- 4 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- 2 soliciting firms
- Owns 50% to 75% of Match Grade Advisors, LLC
Retirement Funding Advisors, LLC
Control person · since September 2018
- Owns 75% or more of Retirement Funding Advisors, LLC
James Vaughan
Control person · since January 2009
- Owns 50% to 75% of Match Grade Advisors, LLC
Welch Benefit Group
Control person · since September 2018
- Owns 50% to 75% of Welch Benefit Group
Ray Welch
Control person · since January 2007
Match Grade Advisors’ regulatory assets grew 2.7× from $177M (June 2021) to $479M (March 2026); clients fell from 395 to 372 and employees rose from 3 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $479M | 372 | 8 | 2 |
| Mar 2025March 2025 | $361M | 350 | 5 | 2 |
| Mar 2024March 2024 | $279M | 243 | 5 | 2 |
| Mar 2023March 2023 | $215M | 283 | 5 | 2 |
| Apr 2022April 2022 | $223M | 302 | 5 | 2 |
| Jun 2021June 2021 | $177M | 395 | 3 | 1 |
Besides its headquarters, Match Grade Advisors has 1 office, with 2 listed addresses in 1 state.
South Carolina · 2 listed addresses
- 400 Pettigru St, GreenvilleHQ
- 810 Johnnie Dodds BLVD, MT. Pleasant
Contact and registration details
- Legal name
- Match Grade Advisors, LLC
- Headquarters
- 400 Pettigru St, Greenville, SC 29601
- Website
- matchgradeadvisors.com
- Phone
- 864-250-0661
- @matchgrade
- SEC file
- 801-114348
- Structure
- South Carolina LLC
- Fiscal year end
- December
Match Grade Advisors’ named custodian for separately managed accounts is Charles Schwab ($177M). Match Grade Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $177M100%
At year end, Match Grade Advisors’ separately managed accounts were mostly in funds (98%).
What the accounts hold
- Funds98%
- Cash2%
How many clients does Match Grade Advisors have?
Match Grade Advisors has 372 clients and manages $479 million for them, as of March 2026. They include 215 individual clients, 84 pension and profit-sharing plans, and 73 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Match Grade Advisors offer?
Match Grade Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Match Grade Advisors use?
Match Grade Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $177M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Match Grade Advisors have?
Match Grade Advisors has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are 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 Match Grade Advisors invest in?
At the end of its last fiscal year, Match Grade Advisors’ separately managed accounts held 98% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Match Grade Advisors?
Match Grade Advisors is owned through holding companies by Ray Welch and James Vaughan. Its direct owners are Retirement Funding Advisors, LLC (50% to 75%) and Welch Benefit Group (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Match Grade Advisors get paid?
Match Grade Advisors is paid through a percentage of assets under management 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
How do I contact Match Grade Advisors?
Match Grade Advisors’ main office is at 400 Pettigru St, Greenville, SC 29601. Its phone number is 864-250-0661. Its website is matchgradeadvisors.com.