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South Carolina Wealth Management Group
SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1...
South Carolina Wealth Management Group
SOUTH CAROLINA WEALTH MANAGEMENT GROUP, LLC is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Greenville
Corporate office
Greenville, SC, United States
Sector focus
Frequently asked questions
Who runs investment decisions at South Carolina Wealth Management Group?
The named principals and investment committee members at South Carolina Wealth Management Group are not disclosed in public records. The firm operates as a registered investment advisor with fiduciary obligations to clients.
How does South Carolina Wealth Management Group source proprietary deal flow?
The firm does not publicly describe a proprietary deal flow sourcing model. Its services appear centered on traditional wealth management and financial planning rather than direct private market investing.
Is South Carolina Wealth Management Group structured as a single family office or RIA?
South Carolina Wealth Management Group is structured as a registered investment advisor (RIA). It serves multiple clients, not a single family, distinguishing it from a family office structure.
Does South Carolina Wealth Management Group participate in fund commitments or only direct deals?
The firm does not publicly disclose fund commitment activity or direct deal participation. Its public profile suggests it focuses on managing client portfolios rather than direct investment transactions.
What investment stages does South Carolina Wealth Management Group typically target?
The firm's investment strategy is not publicly detailed. Based on its RIA registration and wealth management focus, it likely targets liquid public market investments rather than venture or growth-stage private companies.
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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