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FAMILY ASSET MANAGEMENT, LLC

CHARLESTON, SC · CRD 129738 · IAPD ↗ · familyasset.us · 843-723-2994

$323.7MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — FAMILY ASSET MANAGEMENT, LLC (CHARLESTON, SC) left the SEC roster (was $323.7M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.