Reported as registered
TANDEM INVESTMENT ADVISORS INC
CRD 109392 · SEC 801-57846
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
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 54 ms
Exempt Reporting Adviser
TASK FORCE X CAPITAL MANAGEMENT, LLC
CRD 321841 · SEC 802-126402
FORT MILL, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TAVERIK CAPITAL, LLC
CRD 156594 · SEC 801-117029
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE BEDMINSTER GROUP
CRD 118794 · SEC 801-58083
BLUFFTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE CAVANAUGH GROUP INC
CRD 105931 · SEC 801-50257
KIAWAH ISLAND, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
THE FIDUCIARY ALLIANCE
CRD 284924 · SEC 801-108283
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TIDAL CREEK CAPITAL ADVISORS
CRD 287840 · SEC 801-136189
BLUFFTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TIDEHAVEN WEALTH, LLC
CRD 281814 · SEC 801-135544
MOUNT PLEASANT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
TRUNORTH ADVISORS
CRD 304558 · SEC 801-131843
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556 · SEC 801-120664
GREER, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VERITY INVESTMENT PARTNERS
CRD 119630 · SEC 801-63829
BEAUFORT, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665 · SEC 801-112588
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
VOLOFIN CAPITAL MANAGEMENT
CRD 309922 · SEC 801-119846
DANIEL ISLAND, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WALLICK INVESTMENTS, LLC
CRD 162976 · SEC 801-133719
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WARREN CAPITAL GROUP
CRD 137449 · SEC 801-121205
CHARLESTON, SC
Source release August 3, 2026 · retrieved August 18, 2026
Pending / 120-Day Approval
WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998 · SEC 801-135630
SPARTANBURG, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260 · SEC 801-79660
GREENVILLE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WEBSTERROGERS FINANCIAL ADVISORS, LLC
CRD 121006 · SEC 801-61500
FLORENCE, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILDES FINANCIAL STRATEGIES, INC
CRD 289496 · SEC 801-121843
GEORGETOWN, SC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533 · SEC 801-126904
COLUMBIA, SC
Source release August 3, 2026 · retrieved August 18, 2026