HNW client percentage for Supported firms serving clients in South Carolina

Supported firms active in South Carolina 202 firms

Very Low 0%-7%

Low 7%-17%

Typical 17%-31%

High 31%-46%

Very High 46%-78%

5th 20th 40th 60th 80th 95th

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Jackson Financial Services, LLC	High 32%	174	551	$900K
Hardin Capital Partners, LLC	Typical 19%	94	504	$860K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
Yeisley Wealth Solutions, Inc.	Very Low 1%	4	425	$170K
Gunderson Capital Management	Low 15%	107	694	$570K
San Blas Advisory, Inc.	Low 9%	63	664	$330K
McKee Investment Planning, Inc.	Very Low 4%	27	647	$150K
Bowen Wealth	Low 9%	27	302	$290K
In Touch Financial Services	Very Low 6%	18	290	$250K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
Rhino Wealth Management	Low 10%	29	285	$280K
Stokes Capital Advisors, LLC	High 40%	110	277	$1.6M
Palmetto Private Wealth, LLC	Very Low 0%	—	478	$120K
Metis Wealth Management & Planning LLC	Low 7%	31	461	$240K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
C F Parks Inc	Low 15%	30	202	$480K
The Pension Group	Very Low 2%	10	599	$300K
Summit Capital Inc.	High 38%	74	193	$910K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
Saos Capital, LLC	Low 15%	80	536	$420K
IntelliVest Wealth Management	Very Low 3%	10	351	$150K
Fusion Capital, LLC	Typical 17%	118	700	$700K
Hilton Head Financial Advisors, Inc.	Typical 23%	39	172	$2M
Carswell Investments, LLC	Typical 22%	38	171	$1.7M
Capasso Planning Partners LLC	Typical 18%	60	340	$760K
J. L. Perkins Wealth Management, LLC	Very Low 2%	8	339	$420K
Pawleys Investment Advisors, LLC	Typical 17%	55	315	$270K
Southeast Financial Advisors	Very Low 0%	—	303	$380K
D & G Advisory Group, L.L.C.	High 31%	90	293	$650K
Candace Shira Associates, LLC	High 39%	167	431	$1M
Advisor.com	Very Low 5%	23	426	$300K
C2G Capital Management LLC	Very Low 0%	—	140	$150K
Kovalcik & Geraghty Wealth Partners LLP	High 38%	104	277	$1.1M
AMFG Wealth Management LLC	Very Low 2%	11	547	$98K
Intentional	Low 11%	42	395	$430K
Wildes Financial Strategies, Inc	Low 7%	26	395	$330K
GuidedQuest, LLC	Very Low 0%	—	247	—
Founder Family Financial, LLC	Very High 60%	73	121	$2.6M
Norris Financial Group, LLC	Typical 22%	78	362	$900K
Northstar Advisory Group, LLC	High 31%	113	361	$1M
Carolina Financial Advisors, Inc.	Low 10%	46	473	$510K
Aldebaran Financial Inc	Low 12%	43	350	$580K
White Oak Financial Management, Inc	Low 11%	40	350	$400K
Concorde Financial Resources	High 32%	74	231	$980K
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
Wealth Rabbit	Very Low 1%	2	220	$5.4K
Strategic Wealth Partners LLC	Very High 100%	212	212	$480K
Act Advisors	Typical 30%	128	420	$1.1M
Convergent Financial Group	Typical 23%	49	210	$340K
Gragg Financial	Typical 18%	55	310	$510K
Cairn Investment Group	High 39%	120	309	$1.2M
Nicholson Wealth Management Group	High 40%	82	205	$1.4M
Fiduciary Capital, Inc.	Low 11%	33	298	$230K
Charleston Financial Advisors, LLC	High 45%	88	196	$1.3M
Alere Planning LLC	High 33%	64	195	$1M
Cornerstone Wealth Planning	Low 16%	31	195	$540K
VCP Financial LLC	Very High 65%	252	385	$290K
360 Financial Partners, LLC	Typical 26%	74	285	$710K
The Bedminster Group	High 31%	59	189	$1M
Parvin Asset Management, LLC	High 41%	39	94	$1.8M
WealthPoint Advisors	Low 8%	30	375	$380K
Horizons Wealth Management	Typical 25%	69	281	$880K
Coastline Complete Wealth LLC	High 35%	65	186	$1.1M
Applewhite & Buys Financial Advisors	Typical 30%	55	185	$830K
Magnolia Financial Planning Services, Inc.	High 32%	88	276	$760K
Beacon Financial Advisers, Inc.	Very High 53%	48	91	$1M
Novus Advisors	Very Low 6%	17	267	$220K
Legacy Planning Advisors, LLC	Typical 28%	75	265	$880K
Catawba River Capital	Very High 46%	118	257	$1.1M
Scipio Financial LLC	Very Low 0%	—	171	$78K
Diazo, LLC	Low 14%	46	339	$620K
Hardwick Capital Management, LLC	Low 14%	23	167	$120K
Graylark Financial, LLC	Very High 48%	40	83	$570K
HFG Capital	Very Low 0%	—	166	$79K
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
Runey & Associates Wealth Management	Very High 56%	93	165	$640K
Wallick Investments, LLC	Low 12%	30	247	$500K
Advanced Planning, Inc.	Low 14%	23	164	$300K
Harvest Capital Assets, LLC	Very Low 4%	9	246	$290K
Red Triangle, LLC	Low 16%	26	164	$370K
Wealthspan Investment Management, LLC	Low 8%	26	326	$290K
WMGNA	Typical 30%	98	326	$1.1M
Goepper Burkhardt LLC	Very High 58%	141	243	$1.5M
Hanover Advisors, Inc	High 34%	82	242	$1.5M
Integrated Planning LLC	Low 13%	21	161	$480K
Seastrunk Financial Management, LLC	Low 15%	24	161	$450K
Felton & Peel Wealth Management, Inc.	Low 12%	9	78	$430K
Oak Street Advisors	Typical 26%	40	155	$810K
Lang Capital	Typical 20%	31	152	$700K
The Marin Group Inc.	Typical 17%	26	150	$800K
Copperleaf Capital, LLC	High 33%	98	297	$880K
Veritas Wealth Management LLC	Very Low 0%	—	147	$160K
Crown Private Wealth, LLC	Low 9%	13	138	$450K
J. Benjamin Financial, LLC	Very Low 3%	4	138	$280K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Macaulay & Associates, LLC	Typical 24%	33	137	$590K
Abbot Financial Management, Inc.	High 43%	86	202	$1.5M
Audible Wealth Management	Very Low 3%	9	269	$150K
One Life Financial Group, Inc.	High 32%	64	200	$590K
IA Network, LLC	Typical 24%	62	259	$740K
Eagles Coast Wealth Management, LLC	Low 9%	12	129	$390K
Barnes Dennig Private Wealth Management, LLC	Very Low 3%	6	191	$960K
Flying Point Financial, Inc.	High 41%	79	191	$1.1M
Executive Money Managers, Inc.	Low 9%	22	252	$410K
Van der Noord Financial Advisors, Inc.	Very High 46%	58	126	$1.2M
Atlantis Wealth Advisors LLC	Low 10%	25	248	$560K
Stravolo Wealth Management, LLC	Very Low 0%	—	62	$140K
Kinwell LLC	Typical 28%	34	123	$760K
Brindle & Bay Financial Advisors, LLC	High 38%	69	184	$1M
Cunningham Wealth Management	Low 10%	19	184	$510K
Warren Capital Group	High 37%	67	181	$380K
Oceanside Advisors LLC	Very High 71%	170	240	$760K
Tassel Capital Management, Inc	High 35%	85	240	$990K
Chancellor Wealth Management, Inc.	Very Low 0%	—	119	$1.5M
Taverik Capital, LLC	Very Low 3%	3	117	$210K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Hicks Financial Partners, LLC	Typical 25%	29	114	$310K
Loveland & Bastian Financial Services Group, LLC	Low 10%	17	170	$490K
Anderson Griggs Investments	High 31%	51	166	$790K
A. J. Brooker Financial Associates	Typical 20%	11	55	$510K
Coastal Wealth Advisors, LLC	Typical 24%	26	110	$850K
Detterbeck Wealth Management	Very High 55%	90	165	$1.7M
Walls Investment Management Company	Very Low 0%	—	110	$460K
Course Management Investment Advisors, LLC	Typical 19%	30	160	$620K
Totem Wealth Management LLC	Very Low 0%	—	105	$120K
Valor Wealth Partners	Typical 29%	45	156	$410K
Q2 Wealth Management	Typical 24%	36	151	$820K
Allison Investment Management, LLC	Very High 78%	78	100	$1.6M
Focus Wealth Advisors LLC	Low 12%	12	98	$180K
Northeastern Financial Consultants, Inc.	High 34%	32	95	$760K
Fee-Only Financial Planning, L.C.	Very High 66%	93	141	$2.9M
Robbins Wealth Management	High 44%	61	139	$1.7M
Investor Advisory Group	Typical 30%	54	183	$930K
Objectivity Squared Wealth Management	Typical 30%	55	181	$2.3M
Riverbend Wealth Management, LLC	High 39%	71	181	$1.5M
C.W. O'Conner Wealth Advisors, Inc.	Very High 51%	69	135	$2M
Harvest Portfolio Management, LLC	Very Low 0%	—	89	$360K
Tidal Creek Capital Advisors	Typical 21%	37	177	$700K
Carroll Investors, Inc.	Very High 55%	48	88	$2.5M
Dinergy	Very Low 0%	—	88	$330K
Family Financial	Very High 59%	52	88	$2.8M
Global Value Investment Corporation	High 31%	54	174	$1.1M
IQ Capital Strategy LLC	Very Low 0%	—	172	$130K
Wingstem Wealth, LLC	High 34%	29	86	$1M
Southern Capital Management Corporation	Low 12%	10	85	$510K
TRICAPITAL Wealth Management, Inc.	High 40%	50	125	$1M
Altamont Advisors LLC	Low 15%	12	82	$430K
Blue Bear Financial, LLC	Very High 56%	91	163	$900K
Harbour Wealth Management Group, Inc.	High 45%	55	122	$1.8M
Hayes Wealth Advisors, LLC	Very High 61%	73	120	$770K
Stillwater Private Wealth	High 31%	50	160	$1.1M
Van Grouw Advisors, LLC	Typical 28%	22	78	$880K
Cornerstone Wealth Advisors, Inc.	High 32%	50	155	$920K
JEHM Wealth & Retirement, LLC	Low 9%	11	116	$560K
Rogers Financial Advisory Group, LLC	Typical 18%	21	116	$370K
Imprint Wealth LLC	Very High 46%	35	76	$1.7M
V.M. Manning & Co., Inc.	Very High 55%	41	75	$1.8M
Hamilton Financial Planning LLC	Low 11%	8	73	$840K
Clearview Wealth Management	High 44%	64	144	$1.3M
Jp Wealth Management, Inc.	Very High 100%	71	71	$3.8M
Joseph Wealth Management, LLC	Very Low 2%	2	106	$76K
Bulwark Capital Corporation	Very High 67%	47	70	$2.1M
Reflection Asset Management	Very Low 0%	—	70	$1.6M
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
Bluestar Wealth Management	Very High 50%	34	68	$2M
TRG Capital Management, Inc.	High 38%	50	132	$720K
Turtle Bay Group, Inc.	Very High 86%	55	64	$0
Colarion	Very High 57%	54	95	$1.7M
M Capital Wealth Management, LLC	High 39%	24	61	$540K
Shepherd Wealth Partners	High 43%	39	90	$840K
8th Street Investments, LLC	Very High 60%	35	58	$2.8M
Hampton Park Financial Planners	High 32%	17	53	$370K
Fiduciary Organization, LLC	Very Low 1%	1	79	$190K
Apricus Wealth LLC	Very High 79%	79	100	$3.4M
The Retirement Solutions Group	Low 9%	7	75	$470K
Keen Capital, Ltd	Very High 50%	48	96	$1.5M
Wright Cove Capital	Very High 73%	30	41	$2.9M
Diamant Asset Management, Inc.	Very High 100%	59	59	$3.5M
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
Hyphen Wealth Management	Very High 59%	34	58	$2.2M
Black Arrow Capital LLC	High 32%	12	38	$1M
Pendleton Street Advisors, LLC	Typical 26%	14	54	$1.5M
Telos Capital Partners	Very High 54%	29	54	$810K
Envest Advisors, LLC	Very Low 2%	1	53	$140K
Pathfinder Planning LLC	Low 11%	6	53	$550K
William B. Walkup & Associates, Inc.	High 35%	18	51	$1.6M
7PW Wealth, LLC	Low 15%	7	47	$830K
Intelligent Investing	Very High 48%	15	31	$1.7M
Charles Fish Investments, Inc.	Very Low 0%	—	42	$7.8M
K2 Wealth Management	Very Low 0%	—	26	$85K
Blue Granite Capital, LLC	Very High 82%	28	34	$2.7M
Sycamore Financial Planning, LLC	Low 9%	3	34	$3.1M
Merrion Investment Management Co, LLC	Very High 63%	20	32	$4.6M
Mosaic Wealth Strategies LLC	Very High 50%	10	20	$0
Flip Flops and Pearls Financial Planning	High 40%	6	15	$1.9M
Upholdings	Very High 100%	13	13	$3.9M
ONESOURCE Wealth Advisors	Low 8%	1	12	$270K
Wilson David Investment Advisors	Very Low 0%	—	14	$490K
Integritas Wealth Strategies, LLC	Low 10%	1	10	$350K
Thomas Smith And Associates, Inc.	Very High 100%	5	5	$2.3M
Treehouse Financial, Inc.	Very Low 0%	—	4	$360K
Linkside Financial LLC	Very High 80%	4	5	$2M
Designed Wealth USA Ltd.	—	—	—	—
Hedaya Financial LLC	—	—	—	—
Insight Tax & Finance LLC	—	—	—	—
Money & Clarity	—	—	—	—
Solaris Strategic Wealth	—	—	—	—
Wealth intelligently navigated, LLC	—	—	—	—

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