Websterrogers Financial Advisors, LLC

RIASEC RegisteredEst. 2002

Total AUM

$461M

Discretionary

$460M

100% of AUM

Avg account

$569K

Accounts

810

Employees

9

Advisory reps

18

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

FINTRX

Overview

Websterrogers Financial Advisors, LLC is an independent, SEC-registered RIA formed as an LLC and operating since 2002. The firm serves both individual and institutional clients and positions itself as an advisory and capital-allocating practice: it provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services and the selection of other advisers. Its fee model combines a percentage-of-AUM charge with hourly billing. Websterrogers was named one of "Top RIA Firms to Watch" by investor.com in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds52%
Exchange Traded Equities35%
US Government Bonds8%
State & Local Bonds3%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Dana Jones
Chief Compliance OfficerCRD 5842577

Contacts

3 of 17

Charles Talbert
DirectorCRD 4454539
Wesley Way
PartnerCRD 4936451
Alexander Rasmussen
Investment ConsultantCRD 4619811

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 70

Active vs passive

$381M in ETFs

Passive

43%

$163M

Active

52%

$218M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$35.9M	416,280	9.41%

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Primary office

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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