Websterrogers Financial Advisors, LLC
Firm details
- Headquarters
- Florence, South Carolina
- CRD number
- 121006
- Registered since
- September 27, 2002
- Website
- wrfasc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.19%
- Individuals18.31%
- Charitable Organizations3.22%
- Corporations / Businesses2.43%
- Pension & Profit Sharing Plans0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Websterrogers Financial Advisors, LLC is an independent, privately owned registered investment adviser operating as an LLC. The firm is SEC‑registered (since 2002) and describes itself as a capital allocator serving both individual and family clients as well as institutional clients. Fee arrangements include a percentage-of-AUM billing model alongside the option for hourly charges. Core advisory capabilities reported include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. The firm was named a “Top RIA Firms to Watch” by investor.com in 2020.
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
- Public Funds/Mutual Funds52%
- Exchange Traded Equities35%
- US Government Bonds8%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$371M in ETFs
44%
$164M
50%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $38.7M | 428,954 | 10.42% |
Location
Florence, SC
Florence
Location
Florence, SC
Headquartered in Florence, SC, in the South of the United States.
- Region
- South
- County
- Florence
- Address
- 1411 2nd Loop Rd
- Time zone
- ET (UTC-5)
- Office locations
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