Pendleton Street Advisors, LLC

Pendleton Street Advisors, LLC (CRD# 168040) is a financial advisory firm headquartered in Columbia, SC. They manage $72,664,423 in 189 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $384,468
Compensation Options
  • A percentage of assets under your management
  • 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
  • Other
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.

NC, SC, TX

Financial Advisors at Pendleton Street Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
John H. Barnes
CRD#: 5505348
1100 Shirley Street, Columbia, SC 29205
96
Wealthminder
score

John Barnes (CRD# 5505348) is an Investment Advisor Representative working at Pendleton Street Advisors, LLC in Columbia, SC and has over 8 years of experience in the finance industry. John Barnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew A. Morley
CRD#: 6087407
1100 Shirley Street, Columbia, SC 29205
90
Wealthminder
score

Matthew Morley (CRD# 6087407) is an Investment Advisor Representative working at Pendleton Street Advisors, LLC in Columbia, SC and has over 4 years of experience in the finance industry.

3
Mills A. Snell
CRD#: 6220922
1100 Shirley Street, Columbia, SC 29205
88
Wealthminder
score

Mills Snell (CRD# 6220922) is an Investment Advisor Representative working at Pendleton Street Advisors, LLC in Columbia, SC and has 1 year of experience in the finance industry.

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