MATCH GRADE ADVISORS

RIASEC RegisteredEst. 2018

Total AUM

$479M

Discretionary

$302M

63% of AUM

Avg account

$1.3M

Accounts

372

Employees

8

Advisory reps

6

Firm details

Headquarters: GREENVILLE, South Carolina
CRD number: 299181
Registered since: December 4, 2018
Website: matchgradeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans63.09%
HNWI22.82%
Individuals14.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Match Grade Advisors is an independent, SEC-registered RIA organized as an LLC and operating since 2018. The firm serves both individuals/families and institutional clients and functions as a capital allocator and adviser that selects other managers. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, and manager selection. Fee arrangements combine percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds98%
Cash & Cash Equivalents2%

Owners & executives

1 of 1

Eric Elkins
CEOCRD 4734276

Contacts

3 of 5

JAMES VAUGHAN
Advisor RepresentativeCRD 5323217
SUSAN WRIGHT
Founder and PresidentCRD 6147326
ROBERT EDWARDS
Financial AdvisorCRD 7222825

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

GREENVILLE, SC

GREENVILLE

Location

GREENVILLE, SC

Headquartered in GREENVILLE, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area: Greenville-Spartanburg-Anderson, SC
Region: South
County: GREENVILLE
Address: 400 Pettigru St
Time zone: ET (UTC-5)
Office locations

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