Top 9 financial advisor firms in Charleston

9 SEC-registered financial advisor firms are headquartered in Charleston, SC, with $6.14B in combined regulatory assets under management. The largest by assets are Permanens Capital ($4.02B), Objectivity Squared ($488M) and Ballast Rock Private Wealth ($406M).

9
Financial advisor firms: $6.14B
Their combined AUM: $274M
Median firm AUM: 1,917
Clients of the top 9

The 9 largest by assets

1
Permanens Capital
RIA
$4.02B
0.50% to 1.00% a year
2
Objectivity Squared
RIA
$488M
0.80% to 1.00% a year
3
Ballast Rock Private Wealth
RIA
$406M
0.50% to 1.50% a year
4
Nicholson Wealth Management Group
RIA
$322M
0.75% to 1.50% a year
5
Capasso Planning Partners
RIA
$274M
0.50% to 1.00% a year
6
Charleston Financial Advisors
RIA
$262M
Regulatory AUM
7
Warren Capital Management
RIA
$131M
1.25% to 2.50% a year
8
Advr
RIA
$127M
0.50% to 1.00%
9
Blue Granite Capital
RIA
$109M
0.50% to 1.00% a year

Profiles of the top 9

No. 1 · RIA

Permanens Capital

Permanens Capital is an investment adviser based in Charleston, SC, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and other clients. Its regulatory assets under management total $4.02 billion, as filed on 11 September 2026.

Permanens Capital charges 0.50%–1.00% a year for its Separate Account Management.

Regulatory AUM: $4.02B
Clients: 65
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab, Pershing
Headquarters: 10 Gillon Street, Charleston, SC 29401
Phone: 843-882-7950
Website: permcap.com

No. 2 · RIA

Objectivity Squared

Objectivity Squared is an investment adviser based in Charleston, SC, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $488 million, as filed on 5 March 2026.

Objectivity Squared charges 0.80%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $488M
Clients: 181
Advisory staff: 4
Founded: 2020
Fee schedule: 0.80% to 1.00% a year
Custodians: Raymond James
Headquarters: 701 East Bay Street, Suite 403, Charleston, SC 29403
Phone: 843-212-2805
Website: objectivitysquared.com

No. 3 · RIA

Ballast Rock Private Wealth

Ballast Rock Private Wealth is an investment adviser based in Charleston, SC, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $406 million, as filed on 6 March 2026.

Ballast Rock Private Wealth charges 0.50%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM: $406M
Clients: 251
Advisory staff: 8
Founded: 2022
Fee schedule: 0.50% to 1.50% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 460 King Street, Suite 200, Charleston, SC 29403
Phone: 800-204-2513
Website: ballastrockpw.com

No. 4 · RIA

Nicholson Wealth Management Group

Nicholson Wealth Management Group is an investment adviser based in Charleston, SC, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $322 million, as filed on 2 June 2026.

Nicholson Wealth Management Group charges 0.75%–1.50% a year for its Investment Management Services.

Regulatory AUM: $322M
Clients: 205
Advisory staff: 2
Fee schedule: 0.75% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 8 N. Adgers Wharf, Charleston, SC 29401
Phone: 843-790-2625
Website: nicholsonwmg.com

No. 5 · RIA

Capasso Planning Partners

Capasso Planning Partners is an investment adviser based in Charleston, SC, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $274 million, as filed on 23 April 2026.

Capasso Planning Partners charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $274M
Clients: 358
Advisory staff: 4
Founded: 2018
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 635 East Bay Street, Suite C, Charleston, SC 29403
Phone: 843-608-8487
Website: capassoplanningpartners.com

No. 6 · RIA

Charleston Financial Advisors

Charleston Financial Advisors is an investment adviser based in Charleston, SC, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $262 million, as filed on 16 March 2026.

Regulatory AUM: $262M
Clients: 203
Advisory staff: 2
Founded: 1986
Custodians: Charles Schwab
Headquarters: 4 North Atlantic Wharf, Suite 200, Charleston, SC 29401-2168
Phone: 843-722-3331
Website: charlestonfinancial.net

No. 7 · RIA

Warren Capital Management

Warren Capital Management is an investment adviser based in Charleston, SC, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include investment companies, high-net-worth individuals and individual clients. Its regulatory assets under management total $131 million, as filed on 11 June 2026.

Warren Capital Management charges 1.25%–2.50% a year for its Advisory Fee Program.

Regulatory AUM: $131M
Clients: 188
Advisory staff: 3
Fee schedule: 1.25% to 2.50% a year
Custodians: Charles Schwab, Ascensus Broker Dealer Services
Headquarters: 32 Cooper Street, Charleston, SC 29403
Phone: 854-246-8881
Website: warcap.com

No. 8 · RIA

Advr

Advr is an investment adviser based in Charleston, SC, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $127 million, as filed on 30 March 2026.

Advr charges 0.50%–1.00% for its Advisory Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $127M
Clients: 426
Advisory staff: 3
Fee schedule: 0.50% to 1.00%
Custodians: Altruist
Headquarters: 525 King Street, Ste B, Charleston, SC 29403
Phone: 843-284-6261
Website: awm.co

No. 9 · RIA

Blue Granite Capital

Blue Granite Capital is an investment adviser based in Charleston, SC, registered with the SEC since 2026. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Its regulatory assets under management total $109 million, as filed on 9 September 2026.

Blue Granite Capital charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $109M
Clients: 40
Advisory staff: 3
Fee schedule: 0.50% to 1.00% a year
Custodians: Pershing
Headquarters: 215 East Bay Street, Suite 500m, Charleston, SC 29401
Phone: 843-722-7330
Website: bluegranitecapital.com

Questions about financial advisors in Charleston

How many financial advisor firms are headquartered in Charleston?

9 SEC-registered financial advisor firms report their principal office in Charleston, SC, managing $6.14B in regulatory assets between them. The other 13 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Charleston?

Permanens Capital, with $4.02B in regulatory assets under management on its latest Form ADV. The next largest are Objectivity Squared ($488M) and Ballast Rock Private Wealth ($406M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Charleston?

The median firm manages $274M in regulatory assets. That is the midpoint of the 9 firms headquartered in Charleston.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Charleston charge?

Of the 9 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Charleston?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Charleston has 9 financial advisor firms; see every adviser in the city →

The 9 largest by assets

Profiles of the top 9

Questions about financial advisors in Charleston

Top financial advisor firms in other South Carolina cities