Charleston Financial Advisors, Llc, SC — Investment Adviser | BuildTrust

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CHARLESTON FINANCIAL ADVISORS, LLC

Investment AdviceCHARLESTON, SC

Assets Under Management

$233.5M

Total AUM

Donut chart: Discretionary 223.9M, Non-Discretionary 9.7M
Category	Value
Discretionary	223.9M
Non-Discretionary	9.7M

Adviser Information

Field	Value
CRD Number	137536
SEC Number	801-107090
Street Address	4 NORTH ATLANTIC WHARF
Street Address 2	SUITE 200
Location	CHARLESTON, SC 29401-2168
Country	United States
Phone	843-722-3331
Fax	843-408-4622
Total Employees	5

Client Count by Type (202 Total)

Horizontal bar chart: Individuals (other than H… 109, High Net Worth Individual… 82, Pension/Profit Sharing Pl… 6, Corporations/Businesses 3, Charitable Organizations 1, Other 1
Category	Value
Individuals (other than H…	109
High Net Worth Individual…	82
Pension/Profit Sharing Pl…	6
Corporations/Businesses	3
Charitable Organizations	1
Other	1