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MATCH GRADE ADVISORS

GREENVILLE, SC · CRD 299181 · IAPD ↗ · 864-250-0661

$479.4MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — MATCH GRADE ADVISORS reported RAUM up 33% ($361.0M -> $479.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — MATCH GRADE ADVISORS reported RAUM up 29% ($279.3M -> $361.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — MATCH GRADE ADVISORS reported RAUM up 30% ($214.9M -> $279.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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