Reported as registered
NORRIS FINANCIAL GROUP, LLC
CRD 129422 · SEC 801-112958
GREENVILLE, 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 53 ms
Reported as registered
NOVUS ADVISORS
CRD 157908 · SEC 801-78828
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAK ADVISORS, LLC
CRD 137192 · SEC 801-64842
BLUFFTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OAK STREET ADVISORS
CRD 139400 · SEC 801-135703
MYRTLE BEACH, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OBJECTIVITY SQUARED WEALTH MANAGEMENT
CRD 311052 · SEC 801-119693
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
OCEANSIDE ADVISORS LLC
CRD 170307 · SEC 801-127503
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERFORMA LIMITED (US), LLC
CRD 154232 · SEC 801-76943
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PERMCAP INVESTMENT OFFICE
CRD 157476 · SEC 801-72416
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
PREFERENCE CAPITAL PARTNERS LLC
CRD 341750 · SEC 802-136095
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PRIMETRUST ADVISORS LLC
CRD 141625 · SEC 801-68762
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
PROSPERA FUNDS, INC.
CRD 331765 · SEC 801-132209
ISLE OF PALMS, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031 · SEC 801-131306
MYRTLE BEACH, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RUNEY & ASSOCIATES WEALTH MANAGEMENT
CRD 171271 · SEC 801-135591
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
S2F CAPITAL MANAGEMENT
CRD 314582 · SEC 802-121595
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SAOS CAPITAL, LLC
CRD 159515 · SEC 801-72927
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
SEAS MANAGEMENT, LLC
CRD 334983 · SEC 802-132814
FLORENCE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SOUTHEAST FINANCIAL ADVISORS
CRD 121757 · SEC 801-136439
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
CRD 165306 · SEC 801-77650
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SQN VENTURE PARTNERS, LLC
CRD 301483 · SEC 801-124879
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
STOKES CAPITAL ADVISORS, LLC
CRD 281278 · SEC 801-106810
GREENWOOD, SC
Source release August 3, 2026 · retrieved August 18, 2026