A complete list of active advisors currently associated with Asset Investment Solutions, LLC
Warmer can help you find a great advisor at Asset Investment Solutions, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Asset Investment Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fort Mill, SC
| 27
|
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