# ADVISOR.COM

ADVISOR.COM of CHARLESTON, SC is an SEC-registered investment adviser.

## Registration

- CRD: 318823
- Type: SEC-registered investment adviser
- SEC file number: 801-128856
- Location: 525 KING STREET, CHARLESTON, SC, 29403
- Phone: 843-284-6261
- Latest filing: 2026-03-30
- Regulatory AUM: $126.8M
- Non-discretionary AUM: $126.8M
- Clients: 12
- Accounts: 2,029

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Diamond | MANAGING MEMBER | San Francisco, CA |
| Kevin Bhalchandra Bhatt | MANAGING MEMBER | — |
| Scott Schumacher Howell | MEMBER; SHAREHOLDER | — |
| Hunter Stunzi | CEO, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Steven Dean Swanson | MEMBER; SHAREHOLDER | — |
| Jane Rountree Eudy | MEMBER; SHAREHOLDER | — |
| Chris J Mettler | MEMBER; SHAREHOLDER | — |
| STUNZI HUNTER | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| SWANSON STEVEN DEAN | MEMBER | — |
| EUDY JANE ROUNTREE | MEMBER | — |
| Mettler Chris J | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318823/similar
- Related entities: https://search.stillhousedata.com/firm/318823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318823

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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.