Asset Investment Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
23
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$0
About
Asset Investment Solutions, LLC is a single‑advisor registered investment adviser that provides written financial planning and recommends third‑party investment advisers to individuals and high‑net‑worth individuals. Rather than providing direct portfolio management, the firm prepares tailored financial plans and refers clients to third‑party managers to implement investment strategies.
The firm’s investment approach emphasizes asset‑allocation models across equities, fixed income, international, and cash equivalents and relies on independent third‑party advisers selected after reviewing fees, performance, reporting and other factors; Asset Investment Solutions monitors those relationships and typically meets with clients on an annual basis. It does not execute trades or hold custody of client assets — recommended managers handle trading, custody, and account reporting.
Distinctive features disclosed in the brochure include the owner’s outside business activities as an independent insurance agent (and the potential to receive commissions on insurance sales) and his role as a solicitor for certain real‑estate and energy investment companies, which the firm identifies as potential conflicts of interest. The firm also disclosed a December 29, 2025 consent order and civil penalty related to the sale of unregistered securities and recently added an additional recommended third‑party manager to its platform.
Client services
Financial planning
Selection of other advisers
Expertise
Social Security optimization
General estate planning guidance
Cash flow / budgeting
Fee options
$495 to $5,000 depending on complexity
1.00% annually
$250 per hour
Main office location
Asset Investment Solutions, LLC
Fort Mill SC, United States
Number of offices
1
Most active in
Asset Investment Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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