Charleston Wealth Advisors

Overview

Charleston Wealth Advisors operates as an independent, owner-led registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm runs a fee model that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, and positions itself more as a hands-on planner/manager than a capital allocator. Investment activity centers on pooled public funds—primarily mutual funds—used to construct client portfolios, while the firm also allocates to third-party real estate strategies as a complementary sleeve. The adviser is not an active ESG investor and does not function as a multi-state or pension consultant specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices