CHARLESTON EQUITY PARTNERS, LLC

CHARLESTON EQUITY PARTNERS, LLC of CHARLESTON, SC is an SEC-registered investment adviser (CRD 300228). Regulatory assets under management: $7.9M.

Registration

• CRD: 300228
• Type: Registered investment adviser
• Location: 460 KING STREET, CHARLESTON, SC, 29403
• Phone: 404-496-4100
• Latest filing: 2026-03-31
• Regulatory AUM: $7.9M
• Discretionary AUM: $7.9M
• Clients: 4
• Accounts: 1

Business model

Compensation: Other.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300228 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search