CHARLESTON FINANCIAL ADVISORS, LLC

CHARLESTON, South Carolina·3 registered advisors·CRD# 137536

SEC# 801-1070900843-722-3331

01

Firm Overview

AUM

$211M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at CHARLESTON FINANCIAL ADVISORS, LLC

3 registered advisors

Diane Hall Blackwelder

CHARLESTON, South Carolina

Myles Burdell Brandt

CHARLESTON, South Carolina

William Chandler Prewitt

CHARLESTON, South Carolina

05

Office Locations

CHARLESTON, South Carolina

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Data sourced from SEC Form ADV filings. CHARLESTON FINANCIAL ADVISORS, LLC (CRD# 137536) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.