South State Advisory, Inc.

South State Advisory, Inc. (CRD# 153113) is a financial advisory firm headquartered in Columbia, SC. They manage $437,096,237 in 16 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    437
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $27,318,515
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, SC

Financial Advisors at South State Advisory, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Jon P. Ahrens
CRD#: 4692975
520 Gervais St, Columbia, SC 29201
93
Wealthminder
score

Jon Ahrens (CRD# 4692975) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has over 14 years of experience in the finance industry.

2
Frederick K. Dutcher
CRD#: 2590102
520 Gervais St, Columbia, SC 29201
93
Wealthminder
score

Frederick Dutcher (CRD# 2590102) is an Investment Advisor Representative working at South State Advisory, Inc. in Columbia, SC and has over 23 years of experience in the finance industry.

3
Katherine H. Odom
CRD#: 4400264
200 East Broad Street, Suite 100, Greenville, SC 29601
93
Wealthminder
score

Katherine Odom (CRD# 4400264) is an Investment Advisor Representative working at South State Advisory, Inc. in Greenville, SC and has over 16 years of experience in the finance industry.

4
Edward M. Proulx
CRD#: 4309364
Greer, SC
93
Wealthminder
score

Edward Proulx (CRD# 4309364) is an Investment Advisor Representative working at South State Advisory, Inc. in Greer, SC and has over 17 years of experience in the finance industry.

5
Robin S. Roseman
CRD#: 2722217
3515 Wheeler Road, Building B, Augusta, GA 30909
93
Wealthminder
score

Robin Roseman (CRD# 2722217) is an Investment Advisor Representative working at South State Advisory, Inc. in Augusta, GA and has over 21 years of experience in the finance industry.

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