AdvisorOS Directory
Claim Profile
Unclaimed Profile
KC

Kimberly Dawn Chism-Moore

FAMILY ASSET MANAGEMENT, LLC·CHARLESTON, South Carolina
Series 65Clean record1 years registeredFAMILY ASSET MANAGEMENT, LLC
997 MORRISON DRIVE, SUITE 401, CHARLESTON, SC 29403CRD# 5618029Firm CRD# 129738

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Dawn Chism-Moore · CHARLESTON, SC
Registration
CRD #5618029 · FAMILY ASSET MANAGEMENT, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

SEQUOIA FINANCIAL GROUP, L.L.C.
Nov 2024 – present
FAMILY ASSET MANAGEMENT, LLC
Nov 2024 – Mar 2025
CHARLESTON, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 25, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAMILY ASSET MANAGEMENT, LLC
CRD 129738 · SEC 801-83169
AUM
$324M
Regulatory assets under management
Employees
6
467 client accounts
Services offered by FAMILY ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at FAMILY ASSET MANAGEMENT, LLC →
Introduction

Speak with Kimberly

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kimberly is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kimberly Dawn Chism-Moore offer?
Kimberly Dawn Chism-Moore specializes in Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Kimberly Dawn Chism-Moore's credentials?
Kimberly Dawn Chism-Moore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Dawn Chism-Moore located?
Kimberly Dawn Chism-Moore is based in CHARLESTON, South Carolina, working with FAMILY ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Kimberly Dawn Chism-Moore charge for services?
Kimberly Dawn Chism-Moore's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY ASSET MANAGEMENT, LLC?
FAMILY ASSET MANAGEMENT, LLC has approximately 6 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FAMILY ASSET MANAGEMENT, LLC

Daniel Terrill Russler
CHARLESTON, SC
Andrew Thomas Barrett
CHARLESTON, SC

More Advisors in CHARLESTON, South Carolina

William Leo Little
TANDEM INVESTMENT ADVISORS INC·CHARLESTON, SC
John Carlyle Hooff
IVY EVERGREEN, LLC·CHARLESTON, SC
John Martin Harman
HAWSER CAPITAL PARTNERS LLC·CHARLESTON, SC
Richard Edward Coen
COEN & DENSMORE INC·CHARLESTON, SC
Thomas Eldredge Carroll-Connell
BALLAST ROCK PRIVATE WEALTH LLC·CHARLESTON, SC
Christian Dan Salomone
BALLAST ROCK PRIVATE WEALTH LLC·CHARLESTON, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (88)COLUMBIA (48)FORT MILL (24)MOUNT PLEASANT (22)MT. PLEASANT (14)GREENWOOD (9)ROCK HILL (9)SPARTANBURG (8)SENECA (8)BLUFFTON (7)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideMT. PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Request removal of this profile