FAMILY ASSET MANAGEMENT, LLC
CRD #129738 SEC #801-83169 CHARLESTON, SC 843-723-2994
SEC Registered
Total AUM
$323.7M
Discretionary
$267.4M
Employees
6
Clients
0
Accounts
467
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALDWIN, ROBERT, MORGAN | I | CFO, PRINCIPAL OF OPERATIONS | NA | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | |
| CHISM-MOORE, KIMBERLY, DAWN | I | CHIEF COMPLIANCE OFFICER | NA | |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | NA | Control |
| RUSSLER, DANIEL, TERRILL | I | PRINCIPAL OF INVESTING AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | E | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | E | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | E | Control |
| BARKLEY, NELLA, GRAY | I | MANAGING MEMBER | E | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | D | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | D | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | D | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | D | Control |
| BARKLEY, NELLA, GRAY | I | MEMBER | D | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| BARRETT, ANDREW, THOMAS | I | PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| BARRETT, ANDREW, THOMAS | I | PARTNER, CHIEF COMPLIANCE OFFICER | D | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | PARTNER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | PARTNER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | PARTNER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | PARTNER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | PARTNER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | PARTNER, PRINCIPAL OF INVESTING | D | Control |
| RUSSLER, DANIEL, TERRILL | I | PARTNER, CHIEF INVESTMENT OFFICER | D | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| BARRETT, ANDREW, THOMAS | I | PARTNER, CHIEF OPERATING OFFICER | C | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | C | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | C | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | C | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | C | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | C | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | C | Control |
| OSBORNE, GRANGER, CHRISTIAN | I | PORTFOLIO MANAGER | B | Control |
| OSBORNE, GRANGER, CHRISTIAN | I | PORTFOLIO MANAGER | B | Control |
| OSBORNE, GRANGER, CHRISTIAN | I | PORTFOLIO MANAGER | B | Control |
| OSBORNE, GRANGER, CHRISTIAN | I | PORTFOLIO MANAGER | B | Control |
| OSBORNE, GRANGER, CHRISTIAN | I | PORTFOLIO MANAGER | B | Control |
| OSBORNE, GRANGER, CHRISTIAN | I | PORTFOLIO MANAGER | B | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | B | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | B | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | B | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | B | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | B | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | B | Control |
| RUSSLER, DANIEL, TERRILL | I | MEMBER AND PRINCIPAL OF INVESTING | B | Control |
| WARNOCK, ASHLEY, HARRIS | I | MEMBER, DIRECTOR OF STRATEGIC LEGACY DEVELOPMENT | B | |
| WARNOCK, ASHLEY, HARRIS | I | MEMBER, DIRECTOR OF STRATEGIC LEGACY DEVELOPMENT | B | |
| WARNOCK, ASHLEY, HARRIS | I | PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | B | |
| WARNOCK, ASHLEY, HARRIS | I | PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | B | |
| WARNOCK, ASHLEY, HARRIS | I | PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | B | |
| WARNOCK, ASHLEY, HARRIS | I | PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | B | |
| WARNOCK, ASHLEY, HARRIS | I | PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | B | |
| WARNOCK, ASHLEY, HARRIS | I | PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | B | |
| WARNOCK, ASHLEY, HARRIS | I | PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | B | |
| CHISM-MOORE, KIMBERLY, DAWN | I | MEMBER, DIRECTOR OF OPERATIONS | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | MEMBER, DIRECTOR OF OPERATIONS | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | PARTNER, DIRECTOR OF CLIENT SERVICES | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | PARTNER, DIRECTOR OF CLIENT SERVICES | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | PARTNER, DIRECTOR OF CLIENT SERVICES | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | PARTNER, DIRECTOR OF CLIENT SERVICES | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | PARTNER, DIRECTOR OF CLIENT SERVICES | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | PARTNER, DIRECTOR OF CLIENT SERVICES | A | |
| CHISM-MOORE, KIMBERLY, DAWN | I | PARTNER, CHIEF COMPLIANCE OFFICER & DIRECTOR OF CLIENT SERVICES | A |
Registrations
Federal
IA
Mar 27, 2024 REGISTERED
Notice Filings (4)
NC NY SC TX
Address
997 MORRISON DRIVE, SUITE 401CHARLESTON, SC 29403
United States
Phone: 843-723-2994