# FAMILY ASSET MANAGEMENT, LLC

FAMILY ASSET MANAGEMENT, LLC of CHARLESTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 129738
- Type: SEC-registered investment adviser
- SEC file number: 801-83169
- Location: 997 MORRISON DRIVE, SUITE 401, CHARLESTON, SC, 29403
- Phone: 843-723-2994
- Latest filing: 2024-03-27
- Regulatory AUM: $323.7M
- Discretionary AUM: $267.4M
- Non-discretionary AUM: $56.3M
- Clients: 6
- Accounts: 467

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| BARKLEY NELLA GRAY | MANAGING MEMBER; MEMBER | — |
| BALDWIN ROBERT MORGAN | CFO, PRINCIPAL OF OPERATIONS | — |
| RUSSLER DANIEL TERRILL | MEMBER AND PRINCIPAL OF INVESTING; MEMBER, PRINCIPAL OF INVESTING; PARTNER, CHIEF INVESTMENT OFFICER (+2 more) | — |
| CHISM-MOORE KIMBERLY DAWN | CHIEF COMPLIANCE OFFICER; MEMBER, DIRECTOR OF OPERATIONS; PARTNER, CHIEF COMPLIANCE OFFICER & DIRECTOR OF CLIENT SERVICES (+1 more) | — |
| BARRETT ANDREW THOMAS | MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| OSBORNE GRANGER CHRISTIAN | PORTFOLIO MANAGER | — |
| WARNOCK ASHLEY HARRIS | MEMBER, DIRECTOR OF STRATEGIC LEGACY DEVELOPMENT; PARTNER, DIRECTOR OF FAMILY COMMUNICATION AND STRATEGY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129738/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129738/similar
- Related entities: https://search.stillhousedata.com/firm/129738/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129738

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.