Charleston Investment Advisors, LLC

Charleston Investment Advisors, LLC (CRD# 301281) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $140,548,369 in 271 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1311 Chuck Dawley Blvd, Suite 101, Mount Pleasant, SC 29464
https://www.instagram.com/investmentchix/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $518,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC, TX

Financial Advisors at Charleston Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephanie Mackara, financial advisor Mount Pleasant SC
Stephanie F. Mackara
CRD#: 2758274
1311 Chuck Dawley Blvd, Suite 101, Mount Pleasant, SC 29464

Stephanie Mackara (CRD# 2758274) is an Investment Advisor Representative working at Charleston Investment Advisors, LLC in Mount Pleasant, SC and has over 27 years of experience in the finance industry.

2
Erica Smith, financial advisor Mount Pleasant SC
Erica R. Smith
CRD#: 5548087
1311 Chuck Dawley Blvd, Suite 101, Mount Pleasant, SC 29464

Erica Smith (CRD# 5548087) is an Investment Advisor Representative working at Charleston Investment Advisors, LLC in Mount Pleasant, SC and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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