MATCH GRADE ADVISORS, LLC

Legal name: MATCH GRADE ADVISORS

CRD #299181 SEC #801-114348 GREENVILLE, SC 864-250-0661

SEC Registered

Total AUM

$361M

Discretionary

$361M

Employees

Clients

Accounts

1,037

Firm Details

Organization Type: Limited Liability Company
State of Formation: South Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 12, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
VAUGHAN, JAMES, CARSON	I	CHIEF COMPLIANCE OFFICER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
WELCH, RAY, WILLIAM	I	CO-MANAGING MEMBER	NA	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
RETIREMENT FUNDING ADVISORS, LLC	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control
WELCH BENEFIT GROUP	DE	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
VAUGHAN, JAMES, CARSON	I	RETIREMENT FUNDING ADVISORS, LLC	E	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control
WELCH, RAY, WILLIAM	I	WELCH BENEFIT GROUP	D	Control

Registrations

Federal

Mar 12, 2025 REGISTERED

Notice Filings (5)

FL GA NC NH SC

Address

400 PETTIGRU ST
GREENVILLE, SC 29601
United States

Phone: 864-250-0661