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CHARLESTON FINANCIAL ADVISORS, LLC

C48
CRD 137536·SEC 801-107090·CHARLESTON, SC
AUM
$262.4M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$787K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHARLESTON FINANCIAL ADVISORS, LLC
CRD
137536
SEC file #
801-107090
EIN
—
DBA names
—

Economics

AUM
$262.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$147.7M → $262.4M▲ +78%
Client mix
Individuals Other108
Individuals High Net Worth88
Pension Profit Sharing Plans5
Charitable Organizations1
Corporations1

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
charlestonfinancial.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLACKWELDER, DIANE, HALL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BLACKWELDER, DIANE, HALL
BRANDT, MYLES, BURDELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CHARLESTONFINANCIAL.NET
Rdap Domain Creation Date
2005-05-03T00:02:23Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Name.com, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
9,854
Form 5500 Compensation Trajectory 3y
20259,854
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
9,854
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-05-04T00:02:23Z
Rdap Domain Last Changed
2026-05-17T05:25:06Z
Rdap Nameservers
Bob.ns.cloudflare.comElsa.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2246611
Trust Company Affiliate
No

People (2)

2
BLACKWELDER, DIANE, HALL
IAR · Direct Owner · 62.5%
2246611
BRANDT, MYLES, BURDELL
IAR · Direct Owner · 62.5%
5637391