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Charleston Wealth Advisors
CHARLESTON WEALTH ADVISORS is a state-registered investment adviser in MOUNT PLEASANT, SC. The firm manages $81 million in assets, $79 million on a...
Overview
CHARLESTON WEALTH ADVISORS is a state-registered investment adviser in MOUNT PLEASANT, SC. The firm manages $81 million in assets, $79 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
Mount Pleasant
Corporate office
Charleston, SC, United States
Principals
Stuart Hamilton
Managing Partner
Richard Gough
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Charleston Wealth Advisors?
Managing Partners Stuart Hamilton and Richard Gough sit on the investment committee and maintain final approval authority over all direct investments. Both left large institutional wealth management platforms to found CWA in 2015. The firm supplements its internal team with an operating-partner network that provides sector-specific diligence on acquisitions.
How does Charleston Wealth Advisors source proprietary deal flow?
CWA sources through long-dated relationships with Southeastern business owners, regional intermediaries and a network of operating partners embedded in healthcare services, light manufacturing and enterprise software. The firm's direct-investment model means deal flow often originates from founder-led businesses seeking a partner rather than a pure financial buyer.
Which sectors does Charleston Wealth Advisors explicitly avoid?
CWA has not publicly issued a sector-exclusion list, but the observable portfolio concentrates on healthcare services, light manufacturing, enterprise software and real estate in Southeastern secondary markets. The firm does not appear to invest in early-stage technology, energy extraction or international markets.
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