Pendleton Street Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pendleton Street Advisors serves individuals, charitable organizations, trusts and estates, managing roughly $83 million on a discretionary basis for about 54 client households and generally applying a $500,000 household minimum. The firm offers discretionary portfolio management alongside project-based consulting and financial analysis services, including business valuations, with consulting engagements negotiated and billed on a fixed‑fee basis.
The firm implements individualized Investment Action Plans and invests across ETFs, mutual funds, individual equities and fixed income, using fundamental analysis, screening tools and selective options strategies. It discloses the use of external analyst reports and fund ratings—naming sources such as Morningstar, S&P, Argus, Goldman Sachs and Credit Suisse as inputs to manager and fund selection—and, per its disclosures, can employ borrowing within separately managed accounts to implement certain strategies.
Compared with peers, Pendleton Street is notable for its explicit reliance on third‑party research and advertised ratings in its selection process and for offering sizable, year‑long consulting engagements (typical consulting fees disclosed in the brochure). The firm operates with a small, credentialed advisory team (including CFP and CFA credentials) and manages accounts with direct oversight, which contributes to concentrated client coverage and hands‑on account review and trading.
Client services
Expertise
Fee options
$0 - $500,000: 1.95% $500,000 - $2,000,000: 1.25% $2,000,000+: 1.00%
Certain individuals licensed insurance agents may receive commissions for insurance products recommended; clients are notified in advance and not charged both commissions and management fees on same assets
Account minimum: $500,000 Minimum fee: $7,500 annual minimum fee per household Fee-only: General consulting fees negotiated per engagement, generally $25,000 to $50,000; fixed fee basis
Main office
1100 Shirley Street
Columbia SC 29205
Advisors at this office
3
Most active in
South Carolina
Also doing business as
Maranatha Advisors, LLC · Pendleton Street Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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
Quick links
Advisors at this firm
Joshua G
CFA®, Series 66, Series 63
Columbia, SC
Pendleton Street Advisors, LLC
Joshua Greene is a CFA® charterholder with seven years of industry experience. He currently serves as an advisor at Pendleton Street Advisors, LLC, where he has worked since 2024. Prior to this, he was with Carolina Financial Securities, LLC and Carofin, LLC from 2020 to 2024 and served at the SC Investment Commission from 2013 to 2020. Greene is a board member and treasurer of the Greater Columbia Community Relations Council and is a finance committee member for the Columbia Museum of Art. Pendleton Street Advisors manages discretionary portfolios primarily for individuals, charitable organizations, trusts, and estates, with a minimum household size of $500,000. The firm employs fundamental analysis and third-party research in its investment process and offers both portfolio management and fixed-fee consulting services.
John B
CFP®, Series 65
Columbia, SC
Pendleton Street Advisors, LLC
John Barnes is a CFP® with 17 years of industry experience and has been with Pendleton Street Advisors, LLC since 2013. He is licensed to sell insurance in South Carolina and allocates a small portion of his time to this activity. Pendleton Street Advisors serves individuals, trusts, estates, and charitable organizations, offering discretionary portfolio management along with project-based consulting and business valuation services. The firm integrates third-party research and ratings in its security selection process and combines traditional wealth management with consulting on an institutional custody platform.
Christian T
CFP®, Series 66
Columbia, SC
Pendleton Street Advisors, LLC
Christian Tyler is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Pendleton Street Advisors, LLC. His prior experience includes roles at Apollon Wealth Management, Prudeo Partners, and Celtic Works. He is also licensed to sell insurance in South Carolina and dedicates a portion of his time to this activity. Pendleton Street Advisors serves individuals, charitable organizations, trusts, and estates, managing approximately $83 million on a discretionary basis. The firm offers discretionary portfolio management and project-based consulting, using fundamental analysis and third-party research in its investment approach.
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