SourcingSourcing

GENEROUSWEALTH, LLC

C44
CRD 308263·SEC 801-135730·SUMMERVILLE, SC
AUM
$110.4M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$331K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GENEROUSWEALTH, LLC
CRD
308263
SEC file #
801-135730
EIN
—
DBA names
—

Economics

AUM
$110.4M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other267
Individuals High Net Worth38

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
SUMMERVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
facebook.com/myinvestingadvisor(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MISE, CHRISTOPHER, BRYAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MISE, CHRISTOPHER, BRYAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.219
Soi Zip Pct 200k Plus
0.0464
Soi Zip Returns 200k Plus
1,290
Soi Zip Total AGI
1,965,657
Fdic Zip Total Deposits
19,252,751,000
Fdic Zip Branch Count
512
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationSummerville, SC
NationsBank of South Carolina, National AssociationSummerville, SC
Fdic Zip HHI
564.08
Fdic Zip Top Bank Share Pct
10.63
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI95,309
Returns7,480
Stub 2
AGI254,847
Returns6,910
Stub 3
AGI276,621
Returns4,500
Soi Zip Total Business Income
62,365
Soi Zip Total Cap Gains
52,451
Soi Zip Total Dividends
20,931
Soi Zip Total Returns
27,810
Top Owner CRD
5786421
Trust Company Affiliate
No

People (2)

2
MISE, CHRISTOPHER, BRYAN
IAR · Direct Owner · 87.5%
5786421
EDWARD CLADE CARLTON
IAR
2394365