Reported as registered
CAPASSO PLANNING PARTNERS LLC
CRD 294673 · SEC 801-120995
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
122 sourced firms · query 46 ms
Reported as registered
CAROLINA WEALTH ADVISORS
CRD 288837 · SEC 801-119040
MYRTLE BEACH, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CARROLL INVESTORS, INC.
CRD 311180 · SEC 801-119870
MT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CATAWBA RIVER CAPITAL
CRD 134217 · SEC 801-113237
LAKE WYLIE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CCM INVESTMENT ADVISERS, LLC
CRD 105743 · SEC 801-29159
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536 · SEC 801-107090
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COASTAL WEALTH ADVISORS, LLC
CRD 174574 · SEC 801-135530
JOHNS ISLAND, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COASTLINE COMPLETE WEALTH LLC
CRD 338227 · SEC 801-134400
BLUFFTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
COBBLERS COVE CAPITAL LP
CRD 342999 · SEC 801-136729
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COLONIAL TRUST ADVISORS, INC.
CRD 110257 · SEC 801-53402
SPARTANBURG, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONCORDE FINANCIAL RESOURCES
CRD 117836 · SEC 801-113094
YORK, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
COPPERLEAF CAPITAL, LLC
CRD 117823 · SEC 801-80179
CLOVER, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORE ADVISORY GROUP
CRD 306661 · SEC 801-122934
ROCK HILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CURRAN FINANCIAL PARTNERS, LLC
CRD 281943 · SEC 801-119322
DANIEL ISLAND, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVINCI FINANCIAL DESIGNS
CRD 163362 · SEC 801-80733
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
CRD 318698 · SEC 801-135075
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DISCIPLINE WEALTH SOLUTIONS, INC.
CRD 315846 · SEC 801-122049
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DIVIDEND ASSETS CAPITAL, LLC
CRD 129973 · SEC 801-62643
RIDGELAND, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAMILY LEGACY, INC.
CRD 110945 · SEC 801-49710
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FOSTER VICTOR
CRD 283656 · SEC 801-107775
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026