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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- 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 |
|---|---|---|---|---|
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER | NA | |
| CHARLESTON FINANCIAL ADVISORS, LLC | DE | OWNER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| PREWITT, WILLIAM, CHANDLER | I | CHIEF COMPLIANCE OFFICER, OWNER AND MANAGING MEMBER | E | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| BLACKWELDER, DIANE, HALL | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
| BRANDT, MYLES, BURDELL | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (4)
GA NC SC TX
Address
4 NORTH ATLANTIC WHARFSUITE 200
CHARLESTON, SC 29401-2168
United States
Phone: 843-722-3331