# WebsterRogers

WebsterRogers is an Asset Manager based in Florence, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Florence, United States
- **Region:** North America
- **Address:** Florence, SC, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** websterrogers.com
- **LinkedIn:** https://www.linkedin.com/company/websterrogers-financial-advisors-llc

## Regulatory record

- **CRD number:** 121006
- **SEC file number:** 801-61500
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-06T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121006

## About

WebsterRogers Financial Advisors, LLC is an SEC-registered investment adviser in Florence, SC, since 2002. The firm manages $461 million in assets, $460 million on a discretionary basis. It has 9 employees and 7 investment advisers.

## Sectors

- Professional Services

## People

- Bryant H. Webster — Founder
- Hugh Rogers — Co-Founder

## Questions

### How does WebsterRogers source proprietary deal flow or investment opportunities?

WebsterRogers does not operate as a principal investor or deal sponsor. Its proprietary advantage is client-sourcing rather than deal-sourcing: the CPA practice generates a continuous internal referral stream from business owners, medical partnerships, and family enterprises who require tax preparation, audit, or litigation support. These clients represent pre-qualified assets that the wealth advisory side can then manage, bypassing the open-market competition for advisory relationships.

### Does WebsterRogers participate in fund commitments or only direct portfolio management?

The firm's wealth advisory arm constructs individual portfolios for clients using direct management of publicly traded securities, fixed income, and mutual funds. There is no publicly available indication that WebsterRogers Financial Advisors operates a fund-of-funds program or makes capital commitments to private equity, venture capital, or hedge fund vehicles. Its investment approach reflects a retail and high-net-worth practice orientation rather than institutional multi-manager programs.

### Which geographies does WebsterRogers serve?

WebsterRogers is anchored in South Carolina, with offices in Florence, Charleston, Columbia, and Myrtle Beach. The partnership has historically grown by absorbing smaller practices within the state rather than expanding regionally into North Carolina or Georgia in a concerted way. This deliberate concentration creates a dense referral network among business owners and professionals across South Carolina's mid-sized cities.

### How is the wealth advisory arm related to the accounting partnership?

WebsterRogers Financial Advisors operates as an affiliated entity under common ownership with the CPA firm. The RIA is not a separately branded, arms-length subsidiary — it relies on the accounting firm's infrastructure, partner relationships, and client base. This co-branded structure is permissible under SEC and AICPA rules and is common among regional CPA-driven advisory practices, though WebsterRogers has maintained the model for at least two decades, longer than most peers.

### What is WebsterRogers' known posture on working with external GPs or institutional allocators?

WebsterRogers Financial Advisors is client-facing and retail-oriented; it does not market itself as an institutional-quality counterparty to external general partners or family-office allocators. The firm's public presence does not reflect participation in co-investment syndicates, capital introductions, or institutional LP activity, and it does not appear in allocator databases as a gatekeeper deploying third-party capital.

## Related profiles

- [Wefi Capital](https://altss.com/profile/wefi-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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