WEBSTERROGERS FINANCIAL ADVISORS, LLC
CRD #121006 SEC #801-61500 FLORENCE, SC 843-665-6321
SEC Registered
Total AUM
$371.8M
Discretionary
$371.7M
Employees
10
Clients
10
Accounts
744
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $371.8M | $371.7M | $148.1K | 10 | 1 |
| Apr 2025 | $371.8M | $371.7M | $148.1K | 10 | 1 |
| Mar 2025 | $371.8M | $371.7M | $148.1K | 10 | 1 |
| Mar 2024 | $345.8M | $345.6M | $128.8K | 10 | 0 |
| Jul 2023 | $303.2M | $303M | $208.9K | 9 | 0 |
| May 2023 | $303.2M | $303M | $208.9K | 9 | 0 |
| Mar 2023 | $303.2M | $303M | $208.9K | 9 | 0 |
| Mar 2022 | $698.1M | $697.9M | $217.3K | 12 | 0 |
| Mar 2022 | $698.1M | $697.9M | $217.3K | 12 | 0 |
| Mar 2021 | $618.3M | $618M | $222.4K | 12 | 0 |
| May 2020 | $208.1M | $208.1M | $0 | 10 | 0 |
| May 2020 | $208.1M | $208.1M | $0 | 10 | 0 |
| Mar 2020 | $208.1M | $208.1M | $0 | 10 | 0 |
| Mar 2019 | $208.1M | $208.1M | $0 | 10 | 0 |
| Mar 2018 | $192.2M | $192.2M | $0 | 8 | 37 |
| Aug 2017 | $174.2M | $174.2M | $0 | 11 | 200 |
| Mar 2017 | $174.2M | $174.2M | $0 | 11 | 200 |
| Mar 2017 | $174.2M | $174.2M | $0 | 11 | 200 |
| May 2016 | $233.2M | $176.2M | $57M | 6 | 200 |
| Mar 2016 | $233.2M | $176.2M | $57M | 6 | 200 |
| Mar 2015 | $276.9M | $218.6M | $58.3M | 7 | 200 |
| Jan 2015 | $163.2M | $163.2M | $0 | 6 | 200 |
| Apr 2014 | $163.2M | $163.2M | $0 | 7 | 200 |
| Mar 2014 | $163.2M | $163.2M | $0 | 7 | 200 |
| Nov 2013 | $166M | $166M | $0 | 7 | 200 |
| Mar 2013 | $166M | $166M | $0 | 7 | 200 |
| Jun 2012 | $156.3M | $156.3M | $0 | 6 | 200 |
| Mar 2012 | $156.3M | $156.3M | $0 | 6 | 200 |
| Jun 2011 | $137.1M | $137.1M | $0 | 10 | -- |
| Oct 2010 | $131.1M | $131.1M | $0 | 10 | -- |
| Feb 2010 | $131.1M | $131.1M | $0 | 10 | -- |
| Sep 2009 | $118.2M | $118.2M | $0 | 10 | -- |
| Mar 2009 | $118.2M | $118.2M | $0 | 10 | -- |
| Feb 2009 | $118.2M | $118.2M | $0 | 10 | -- |
| Mar 2007 | $158.8M | $158.8M | $0 | 5 | -- |
| Mar 2006 | $83.1M | $83.1M | $0 | 5 | -- |
| Jan 2006 | $68.3M | $68.3M | $0 | 5 | -- |
| Jul 2004 | $44.1M | $44.1M | $0 | 5 | -- |
DateJun 2025
Total AUM$371.8M
Discretionary$371.7M
Non-Disc.$148.1K
Employees10
Clients1
DateApr 2025
Total AUM$371.8M
Discretionary$371.7M
Non-Disc.$148.1K
Employees10
Clients1
DateMar 2025
Total AUM$371.8M
Discretionary$371.7M
Non-Disc.$148.1K
Employees10
Clients1
DateMar 2024
Total AUM$345.8M
Discretionary$345.6M
Non-Disc.$128.8K
Employees10
Clients0
DateJul 2023
Total AUM$303.2M
Discretionary$303M
Non-Disc.$208.9K
Employees9
Clients0
DateMay 2023
Total AUM$303.2M
Discretionary$303M
Non-Disc.$208.9K
Employees9
Clients0
DateMar 2023
Total AUM$303.2M
Discretionary$303M
Non-Disc.$208.9K
Employees9
Clients0
DateMar 2022
Total AUM$698.1M
Discretionary$697.9M
Non-Disc.$217.3K
Employees12
Clients0
DateMar 2022
Total AUM$698.1M
Discretionary$697.9M
Non-Disc.$217.3K
Employees12
Clients0
DateMar 2021
Total AUM$618.3M
Discretionary$618M
Non-Disc.$222.4K
Employees12
Clients0
DateMay 2020
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees10
Clients0
DateMay 2020
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$208.1M
Discretionary$208.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees8
Clients37
DateAug 2017
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees11
Clients200
DateMar 2017
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees11
Clients200
DateMar 2017
Total AUM$174.2M
Discretionary$174.2M
Non-Disc.$0
Employees11
Clients200
DateMay 2016
Total AUM$233.2M
Discretionary$176.2M
Non-Disc.$57M
Employees6
Clients200
DateMar 2016
Total AUM$233.2M
Discretionary$176.2M
Non-Disc.$57M
Employees6
Clients200
DateMar 2015
Total AUM$276.9M
Discretionary$218.6M
Non-Disc.$58.3M
Employees7
Clients200
DateJan 2015
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees6
Clients200
DateApr 2014
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$163.2M
Discretionary$163.2M
Non-Disc.$0
Employees7
Clients200
DateNov 2013
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$166M
Discretionary$166M
Non-Disc.$0
Employees7
Clients200
DateJun 2012
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$156.3M
Discretionary$156.3M
Non-Disc.$0
Employees6
Clients200
DateJun 2011
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees10
Clients--
DateFeb 2010
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$83.1M
Discretionary$83.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$68.3M
Discretionary$68.3M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$44.1M
Discretionary$44.1M
Non-Disc.$0
Employees5
Clients--