LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC

LOVELAND & BASTIAN FINANCIAL SERVICES GROUP, LLC of MT. PLEASANT, SC is an SEC-registered investment adviser (CRD 135255). Regulatory assets under management: $84.0M.

Registration

• CRD: 135255
• Type: Registered investment adviser
• Location: 220 CHURCH STREET, MT. PLEASANT, SC, 29464
• Phone: 843-884-3002
• Latest filing: 2026-07-05
• Regulatory AUM: $84.0M
• Non-discretionary AUM: $84.0M
• Clients: 3
• Accounts: 170

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135255 on SEC IAPD (source of record)
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