South Carolina Wealth Management Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,151,467
Clients
16
6% 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
16
TypicalAverage account size
$134,467
About
South Carolina Wealth Management Group serves individual clients and offers financial planning, discretionary portfolio management, and project‑based consulting, including retirement account advice. The firm typically begins client relationships by collecting financial information and developing a personalized Financial Profile and Investment Plan to guide portfolio construction.
Portfolios are constructed mainly with individual stocks, mutual funds, ETFs and fixed‑income securities, and SCWMG implements Investment Plans on a discretionary basis when authorized. The brochure discloses that the firm may use margin (borrowing) and options strategies—such as covered calls, cash‑secured puts and protective puts—with options implemented only in accounts where clients enable options trading.
Compared with many small independent advisers, SCWMG’s use of borrowing and derivatives in managed accounts is relatively uncommon among peers. The firm is also led by a sole advisor who concurrently serves as a Senior Trader/Analyst for the South Carolina Treasurer’s Office, a role that brings experience trading large fixed‑income portfolios to the firm’s small client base.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Financial planning and consulting fees may be fixed fees, negotiated per engagement
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Financial planning and consulting fees may be hourly, negotiated per engagement
Minimum fee: $200 minimum quarterly fee Fee-only: Financial planning and general consulting fees negotiated per engagement, typically hourly or fixed fee basis
Main office location
South Carolina Wealth Management Group, LLC
Columbia SC, United States
Number of offices
1
Most active in
South Carolina Wealth Management Group, LLC has reported serving >5 clients in these states in the last 12 months.
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 not active or affiliated with:
-
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
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