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CHARLESTON INVESTMENT ADVISORS, LLC

MT. PLEASANT, SC · CRD 301281 · IAPD ↗ · charlestoninvestmentadvisors.com · (843) 763-4499

$140.5MRegulatory AUM
2Advisory reps
2Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — CHARLESTON INVESTMENT ADVISORS, LLC (MT. PLEASANT, SC) left the SEC roster (was $140.5M RAUM, 2 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.