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Family Asset Management
Family Asset Management was established in 2004 and is based in Charleston, South Carolina. The firm is organized as a registered investment adviser and...
Family Asset Management
Family Asset Management was established in 2004 and is based in Charleston, South Carolina. The firm is organized as a registered investment adviser and provides portfolio management and retirement planning services. Its client base includes individuals, corporations, and non-profit organizations. The firm offers investment advisory services with a focus on traditional wealth management. Core capabilities span portfolio construction, asset allocation, and retirement-income strategies. It does not market any proprietary funds, direct-investment programs, or alternative-asset platforms. Its regulatory filings describe a standard advisory model — fee-based discretionary and non-discretionary accounts — consistent with a local RIA serving mass-affluent and high-net-worth households. Charleston's growing population of retirees and relocating professionals forms a natural addressable market for the firm's retirement-planning emphasis. Operational scale is not publicly disclosed. The firm has not participated in large-scale institutional fundraising, direct co-investments, or club-deal structures. No affiliated philanthropic foundations, real-asset arms, or operating companies are publicly associated with the entity. Family Asset Management's structure reflects a deliberate choice to remain local and generalist. That simplicity is its architectural posture: full discretion over client portfolios without institutional complexity.
General information
Firm type
Bank / Wealth / Trust
Year founded
2004
Location
Region
North America
Country
United States
City
Charleston
Corporate office
Charleston, SC, United States
Frequently asked questions
Does Family Asset Management manage alternative investments or private funds?
No. The firm markets standard portfolio management and retirement planning — not private equity, venture capital, hedge funds, or direct real estate syndications. Its ADV filings and public materials describe a traditional fee-based advisory model focused on publicly traded securities and model portfolios.
Who is the typical client of Family Asset Management?
The firm advises individuals, corporations, and non-profit organizations. Its Charleston location and service mix point to local high-net-worth households, small-business owners, and regional charities. It does not market to institutional investors, family offices, or ultra-high-net-worth families.
How is Family Asset Management compensated?
As a registered investment adviser, the firm charges asset-based fees on discretionary and non-discretionary accounts. It does not disclose a performance-fee or carried-interest structure. This aligns with a standard fee-only RIA model common among community-based advisory practices.
Does Family Asset Management operate additional offices outside Charleston?
No additional offices are disclosed. Public records and regulatory filings list only the Charleston headquarters. The firm's geographic concentration reinforces its identity as a single-location, community-focused practice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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