South Carolina Wealth Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Columbia SC
Advisors at this office
1
Most active in
South Carolina
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
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