ADVISOR.COM of CHARLESTON, SC is an SEC-registered investment adviser (CRD 318823). Regulatory assets under management: $126.8M.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |