# CHARLESTON INVESTMENT ADVISORS, LLC

CHARLESTON INVESTMENT ADVISORS, LLC of MT. PLEASANT, SC is an SEC-registered investment adviser.

## Registration

- CRD: 301281
- Type: SEC-registered investment adviser
- SEC file number: 801-125951
- Location: 1311 CHUCK DAWLEY BLVD, SUITE 101, MT. PLEASANT, SC, 29464
- Phone: (843) 763-4499
- Latest filing: 2024-02-02
- Regulatory AUM: $140.5M
- Non-discretionary AUM: $140.5M
- Clients: 2
- Accounts: 271

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SMITH JILL RENEE | VICE PRESIDENT, FINANCIAL PLANNER | — |
| MACKARA STEPHANIE F | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301281/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301281/similar
- Related entities: https://search.stillhousedata.com/firm/301281/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301281

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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.