New Advisers Weekly

Newly registered investment advisers in South Carolina

2 adviser firms in South Carolina had a first registration approved in the last 30 days, 8 in the last 90 and 38 in the last 12 months. Data date 2026-11-13. National list, last 90 days.

Approved in the last 30 days

NEXT20 WEALTH

SC · city not in the state feed · approved 2026-11-06

State-registered

SWEET TREE FINANCIAL

SC · city not in the state feed · approved 2026-10-29

State-registered

The paid lists

The 2 above are the last 30 days in South Carolina, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?

USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.

Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)

The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.

Earlier in the last 12 months (36)

FirmCitySegmentApproved
BIG RED HOUSE MANAGEMENTMount PleasantExempt reporting2026-10-13
CLOCKTOWER PRIVATE WEALTHSimpsonvilleState-registered2026-09-29
DELTAX CAPITAL LLC—State-registered2026-09-18
EMERALD WEALTH—State-registered2026-09-18
THE WEALTHCARE CLINIC—State-registered2026-09-11
YOURVALUES WEALTH COUNSEL, LLC—State-registered2026-09-11
CLOSED END TRADING LLCBlufftonExempt reporting2026-07-31
FIRST THERE FINANCIAL—State-registered2026-07-27
RAMSEY SMITH INVESTMENT SOLUTIONS—State-registered2026-07-27
COBBLERS COVE CAPITAL LPCharlestonSEC-registered2026-07-15
DRIVE CAPITAL MANAGEMENT LLC—State-registered2026-07-07
STELLA MARIS WEALTH—State-registered2026-06-30
FIRST DOMINION WEALTH ADVISORS LLCAikenState-registered2026-06-22
SOUTHEAST FINANCIAL ADVISORSGreenvilleSEC-registered2026-06-05
TIDAL CREEK CAPITAL ADVISORSBlufftonSEC-registered2026-05-04
RESETTLE WEALTH—State-registered2026-05-02
FIRST RANK FINANCIAL—State-registered2026-04-27
BLUE GRANITE CAPITAL, LLCCharlestonSEC-registered2026-04-14
GREENE DIRECTIONS LLC—State-registered2026-04-03
GENEROUSWEALTH, LLCSummervilleSEC-registered2026-04-01
ATVANTIS WEALTH MANAGEMENT, LLCCharlestonState-registered2026-03-31
PREFERENCE CAPITAL PARTNERS LLCCharlestonExempt reporting2026-03-31
OAK STREET ADVISORSMyrtle BeachSEC-registered2026-03-30
RUNEY & ASSOCIATES WEALTH MANAGEMENTMount PleasantSEC-registered2026-03-20
COASTAL WEALTH ADVISORS, LLCJohns IslandSEC-registered2026-03-12
TIDEHAVEN WEALTH, LLCMount PleasantSEC-registered2026-03-12
FOUNTAINHEAD WEALTH PLANNING—State-registered2026-02-28
J. FREEMAN & ASSOCIATESGreenvilleSEC-registered2026-02-23
STAUFFER FINANCIAL, LLC—State-registered2026-02-19
TRAINA INVESTMENT ADVISORY—State-registered2026-02-19
RAIL, LLC—Exempt reporting2026-02-08
INSIGHT TAX & FINANCE LLCGreenvilleState-registered2026-01-29
LIMEHOUSE WEALTH MANAGEMENT LLCLexingtonState-registered2026-01-29
YELLOW OAK FINANCIAL PLANNING, LLC—State-registered2026-01-29
DBA BIG MONEY RETIREMENT AND BIG RETIREMENTGreenvilleSEC-registered2026-01-02
COASTLINE COMPLETE WEALTH LLCBlufftonSEC-registered2025-11-18

Reading the list

Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.