South Carolina Wealth Management Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169311
- Website
- www.scwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals68.11%
- HNWI31.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
South Carolina Wealth Management Group, LLC is an independent Registered Investment Adviser organized as a limited liability company that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly and fixed fees. Investment activity is skewed toward public equities: the firm shows a clear preference for exchange-traded equities as the primary allocation vehicle. It is not an active ESG investor and does not operate as a multi-state adviser. The business appears to be owner-operated and intentionally small, which supports a hands-on, relationship-driven advisory model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds12%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Matthew Smith
Chief Investment OfficerCRD 6260071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations