Edisto Financial Services Inc (North Charleston)

Name: Edisto Financial Services Inc
Address: 3255 Landmark Drive, North Charleston, SC, 29418
Telephone: 843-552-5444

Edisto Financial Services Inc is a large advisory firm based in North Charleston. It manages $34.25 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of South Carolina.

Edisto Financial Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edisto Financial Services: assets under management

The assets under management (AUM) of Edisto Financial Services Inc is $34.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.25 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Edisto Financial Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Edisto Financial Services Inc

Gerald Joseph Rogers has been acting as President since 1 Apr 1997. Inlet Cove Capital Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gerald Joseph Rogers	President	1 Apr 1997	75% - 100%	1349175
Inlet Cove Capital Llc	Member	1 Apr 2002	Other	57-1116377

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Leonard David Davenport	Manager member	1 Jan 2001	50% - 75%	1546536
Patrick John Hurley	Manager member	1 Jan 2001	Other	4529877
William Alexander Seagle	Manager member	1 Jan 2001	Other	2425988

Based in North Charleston

The principal office where Edisto Financial Services Inc performs its advisory services is located at 3255 Landmark Drive, North Charleston, SC 29418, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-552-5444 or by fax 843-552-7879. The normal business hours are 9 to 5 on Monday - Friday. You can find more information about the New York firm at www.edistofinancial.com.