CHARLESTON FINANCIAL ADVISORS, LLC
CRD #137536 SEC #801-107090 CHARLESTON, SC 843-722-3331
SEC Registered
Total AUM
$233.5M
Discretionary
$223.9M
Employees
5
Clients
25
Accounts
605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $233.5M | $223.9M | $9.7M | 5 | 13 |
| Jan 2025 | $210.7M | $206.1M | $4.6M | 5 | 10 |
| Feb 2024 | $210.7M | $206.1M | $4.6M | 5 | 10 |
| Nov 2023 | $185.9M | $184.3M | $1.6M | 5 | 20 |
| Jun 2023 | $185.9M | $184.3M | $1.6M | 4 | 20 |
| Mar 2023 | $185.9M | $184.3M | $1.6M | 4 | 20 |
| Jun 2022 | $216.6M | $209.4M | $7.2M | 5 | 20 |
| Feb 2022 | $216.6M | $209.4M | $7.2M | 5 | 20 |
| Jan 2022 | $216.6M | $209.4M | $7.2M | 5 | 20 |
| Mar 2021 | $188.1M | $181.7M | $6.4M | 4 | 20 |
| Feb 2021 | $188.1M | $181.7M | $6.4M | 4 | 20 |
| Jun 2020 | $181.2M | $176.6M | $4.7M | 4 | 20 |
| Mar 2020 | $181.2M | $176.6M | $4.7M | 4 | 20 |
| Feb 2019 | $147.7M | $144.2M | $3.5M | 4 | 10 |
| Jul 2018 | $153.8M | $150.2M | $3.5M | 5 | 10 |
| Jan 2018 | $153.8M | $150.2M | $3.5M | 5 | 10 |
| Mar 2017 | $135.1M | $132.3M | $2.8M | 5 | 100 |
| Feb 2017 | $135.1M | $132.3M | $2.8M | 5 | 100 |
| Jan 2017 | $135.1M | $132.3M | $2.8M | 5 | 100 |
| Dec 2015 | $111.5M | $108.8M | $2.8M | 4 | 100 |
| Jun 2012 | $73.9M | $73.9M | $0 | 1 | 110 |
| Jun 2012 | $73.9M | $73.9M | $0 | 1 | 110 |
| May 2012 | $73.9M | $73.9M | $0 | 1 | 110 |
| Apr 2012 | $73.9M | $73.9M | $0 | 1 | 110 |
| Feb 2011 | $76.5M | $76.5M | $82.3K | 5 | -- |
| Jan 2010 | $62.1M | $61.9M | $243.2K | 5 | -- |
| Jan 2008 | $62.9M | $62.7M | $148.7K | 5 | -- |
| Nov 2007 | $69.5M | $69.4M | $135.9K | 5 | -- |
| May 2007 | $37.6M | $37.5M | $135.2K | 5 | -- |
| Jan 2006 | $29.7M | $29.6M | $105.3K | 5 | -- |
DateMar 2025
Total AUM$233.5M
Discretionary$223.9M
Non-Disc.$9.7M
Employees5
Clients13
DateJan 2025
Total AUM$210.7M
Discretionary$206.1M
Non-Disc.$4.6M
Employees5
Clients10
DateFeb 2024
Total AUM$210.7M
Discretionary$206.1M
Non-Disc.$4.6M
Employees5
Clients10
DateNov 2023
Total AUM$185.9M
Discretionary$184.3M
Non-Disc.$1.6M
Employees5
Clients20
DateJun 2023
Total AUM$185.9M
Discretionary$184.3M
Non-Disc.$1.6M
Employees4
Clients20
DateMar 2023
Total AUM$185.9M
Discretionary$184.3M
Non-Disc.$1.6M
Employees4
Clients20
DateJun 2022
Total AUM$216.6M
Discretionary$209.4M
Non-Disc.$7.2M
Employees5
Clients20
DateFeb 2022
Total AUM$216.6M
Discretionary$209.4M
Non-Disc.$7.2M
Employees5
Clients20
DateJan 2022
Total AUM$216.6M
Discretionary$209.4M
Non-Disc.$7.2M
Employees5
Clients20
DateMar 2021
Total AUM$188.1M
Discretionary$181.7M
Non-Disc.$6.4M
Employees4
Clients20
DateFeb 2021
Total AUM$188.1M
Discretionary$181.7M
Non-Disc.$6.4M
Employees4
Clients20
DateJun 2020
Total AUM$181.2M
Discretionary$176.6M
Non-Disc.$4.7M
Employees4
Clients20
DateMar 2020
Total AUM$181.2M
Discretionary$176.6M
Non-Disc.$4.7M
Employees4
Clients20
DateFeb 2019
Total AUM$147.7M
Discretionary$144.2M
Non-Disc.$3.5M
Employees4
Clients10
DateJul 2018
Total AUM$153.8M
Discretionary$150.2M
Non-Disc.$3.5M
Employees5
Clients10
DateJan 2018
Total AUM$153.8M
Discretionary$150.2M
Non-Disc.$3.5M
Employees5
Clients10
DateMar 2017
Total AUM$135.1M
Discretionary$132.3M
Non-Disc.$2.8M
Employees5
Clients100
DateFeb 2017
Total AUM$135.1M
Discretionary$132.3M
Non-Disc.$2.8M
Employees5
Clients100
DateJan 2017
Total AUM$135.1M
Discretionary$132.3M
Non-Disc.$2.8M
Employees5
Clients100
DateDec 2015
Total AUM$111.5M
Discretionary$108.8M
Non-Disc.$2.8M
Employees4
Clients100
DateJun 2012
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees1
Clients110
DateJun 2012
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees1
Clients110
DateMay 2012
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees1
Clients110
DateApr 2012
Total AUM$73.9M
Discretionary$73.9M
Non-Disc.$0
Employees1
Clients110
DateFeb 2011
Total AUM$76.5M
Discretionary$76.5M
Non-Disc.$82.3K
Employees5
Clients--
DateJan 2010
Total AUM$62.1M
Discretionary$61.9M
Non-Disc.$243.2K
Employees5
Clients--
DateJan 2008
Total AUM$62.9M
Discretionary$62.7M
Non-Disc.$148.7K
Employees5
Clients--
DateNov 2007
Total AUM$69.5M
Discretionary$69.4M
Non-Disc.$135.9K
Employees5
Clients--
DateMay 2007
Total AUM$37.6M
Discretionary$37.5M
Non-Disc.$135.2K
Employees5
Clients--
DateJan 2006
Total AUM$29.7M
Discretionary$29.6M
Non-Disc.$105.3K
Employees5
Clients--