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Below is the list of Top 50 Investment Management Startups And Companies in South Carolina ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: South Carolina
Website: nnpwealth.com
Company Size: 11-50
Company Address: 1116 South Main Street, Greenville, South Carolina, United States
Nachman Norwood & Parrott Wealth Management Consultancy Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bob Nachman | Partner | |||
Russell Miller | Partner | |||
Ben Norwood | Partner | |||
Sarah Farmer | Wealth Planner | |||
Wesley Boyce | Partner | |||
Maura Copsey | Partner | |||
Anna Madden | Administrative Specialist |
Industry: Investment Management
Location: South Carolina
Website: colonialtrust.com
Company Founded: 1913
Company Size: 11-50
Company Address: 359 South Pine Street, Spartanburg, South Carolina, United States
Colonial Trust Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Reid Thompson | Vice President, Corporate Retirement Plan Specialist | |||
Lori Cash | Trust Administrator | |||
Libby Adamson | Business Manager | |||
Paula Burkhart-pritchett | Trust Administrator | |||
Heather Tisdale | Trust Administrator | |||
Karen Longhurst | Vice President |
Industry: Investment Management
Location: South Carolina
Company Founded: 2010
Company Size: 11-50
Performa Limited (us), Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John James | Head Of U.s Business Development | |||
Warren Miller | U.s Client Relationship Manager | |||
Scott Mcintyre | Partner, Senior Portfolio Manager | |||
Brandon Whiteside | Compliance Associate | |||
Kathy Nicholl | Chief Compliance Officer | |||
Michael Reavill | Associate Portfolio Manager | |||
Whitney Brownie | Brand And Digital Marketing |
Industry: Investment Management
Location: South Carolina
Website: greenwoodcapital.com
Company Founded: 1983
Company Size: 11-50
Company Address: 201 West Mcbee Avenue, Greenville, South Carolina, United States
Greenwood Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
William Coxe | Private Client Advisor | |||
Brian Disher | Director Of Wealth Management | |||
Walter Todd | President, Chief Investment Officer | |||
Melissa Bane | Vice President And Private Client Advisor | |||
Kalisse Evert | Private Client Administrator | |||
Will Bond | Senior Trading Manager | |||
Justin Bartanus | Investment Associate |
Industry: Investment Management
Location: South Carolina
Website: globalviewinv.com
Company Founded: 2004
Company Size: 1-10
Company Address: 420 East Park Avenue, Greenville, South Carolina, United States
Global View Investment Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Joe Hines | Partner | |||
Kenneth Moore | Managing Partner | |||
Erin Sweatt | Paraplanner | |||
J Kurt Schumacher | Wealth Planning Strategist | |||
Erin Milner | Paraplanner |
Industry: Investment Management
Location: South Carolina
Website: wcmglobalwealth.com
Company Founded: 2011
Company Size: 1-10
Company Address: 201 Riverplace, Greenville, South Carolina, United States
Wcm Global Wealth Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Park Johnston | Director Of Investor Relations And Business Development | |||
Mills Armstrong | Real Estate Developer | |||
Kristin Wallace | Senior Accountant | |||
Tiffany Gilbert | Investor Relations Specialist | |||
Willi Mcnamara | Executive Administrator | |||
Jeffrey Stemler | Director Of Financial Planning | |||
Josh Renfro | Assistant Vice President |
Industry: Investment Management
Location: South Carolina
Website: route2capital.com
Company Founded: 2016
Company Size: 1-10
Company Address: 110 East Court Street, Greenville, South Carolina, United States
Route 2 Capital Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Patrick Weston | Managing Partner | |||
Jay White | Managing Partner | |||
Charles Hiller | Senior Analyst | |||
Kate Cramer | Director |
Industry: Investment Management
Location: South Carolina
Website: jbjinvest.com
Company Founded: 2012
Company Size: 1-10
Company Address: 701 East Bay Street, Charleston, South Carolina, United States
Jbj Investment Partners, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charlotte Morgan | Financial Planner | |||
Caroline Hinkle | Investment Advisor | |||
Kate Lacey | Portfolio Operations | |||
Daniel Callahan | Investment Advisor | |||
Brandy Benton | Operations Manager | |||
Brandy Russell | Operations Manager | |||
Amber Rollins | Operations Specialist |
Industry: Investment Management
Location: South Carolina
Website: verityvip.com
Company Founded: 2002
Company Size: 11-50
Company Address: 2015 Boundary Street, Beaufort, South Carolina, United States
Verity Investment Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Nix | Chief Investment Officer | |||
Edward Taylor | Senior Portfolio Manager | |||
Andrew Jones | Senior Client Advisor | |||
Will Verity | President | |||
Paula Verity | Chief Creative Officer |
Industry: Investment Management
Location: South Carolina
Website: tandemadvisors.com
Company Founded: 1990
Company Size: 1-10
Company Address: 145 King Street, Charleston, South Carolina, United States
Tandem Investment Advisors, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jordan Watson | Investment Management Associate | |||
Elaine Natoli | Director Of Communications | |||
Ben Carew | Portfolio Manager | |||
Ben Carew | Associate Portfolio Manager |
Industry: Investment Management
Location: South Carolina
Website: sddholdings.com
Company Size: 201-500
Company Address: 4210 Azalea Drive, Charleston, South Carolina, United States
Southern Diversified Distributors, Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Marion | Vice President Of Human Resources And Information Technology | |||
Janet Kellett | Business Systems Support | |||
Sarah Croft | Marketing Assistant | |||
Diana Kortenhoeven | Marketing | |||
Diana Kortenhoeven | Marketing |
Industry: Investment Management
Location: South Carolina
Company Founded: 2016
Company Size: 501-1000
Company Address: 3850 Fernandina Road, Columbia, South Carolina, United States
Jje Capital Holdings, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charles Mckinnis | Senior Ecommerce Devops Engineer | |||
Chris Vaughn | Senior Manager Fp And A | |||
Christina Reed | Shared Services Specialist |
Industry: Investment Management
Location: South Carolina
Website: andersongrowthpartners.com
Company Size: 1-10
Anderson Growth Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Adam Hamill | Managing Director | |||
Bliss Mcmath | Investment Advisor | |||
Marilyn Karpeles | Controller | |||
Zhiqian Li | Summer Investment Analyst |
Industry: Investment Management
Location: South Carolina
Website: norrisfinancialgroup.com
Company Founded: 1986
Company Size: 1-10
Company Address: 605 North Main Street, Greenville, South Carolina, United States
Norris Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ppc Altman J. Norris | Portfolio Manager And Investment Advisor | |||
Justin Norris | Director Of Operations |
Industry: Investment Management
Location: South Carolina
Website: canalwood.com
Company Size: 1-10
Company Address: 2430 Main Street, Conway, South Carolina, United States
Canal Wood Corp Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Hayden Stone | Procurement Representative | |||
Randy Cound | Alabama Region Manager |
Industry: Investment Management
Location: South Carolina
Website: adsinitiative.org
Company Founded: 2018
Company Size: 1-10
Ads Initiative - Adopting Data Standards Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Lorelei Graye | Founder And President |
Industry: Investment Management
Location: South Carolina
Website: liquidax.com
Company Founded: 2014
Company Size: 11-50
Company Address: 360 Concord Street, Charleston, South Carolina, United States
Liquidax Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Alan Leal | Director And Advisor, Technology Transfer And Strategic Partnerships | |||
Liquidax Daniel Drolet | Manager |
Waypoint Strategic Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Richard Coakley | Owner | |||
Matthew Coakley | Advisor | |||
Rick Coakley | Owner At Waypoint Strategic Advisors |
Industry: Investment Management
Location: South Carolina
Website: libertyhallcapital.com
Company Size: 11-50
Company Address: 200 Meeting Street, Charleston, South Carolina, United States
Liberty Hall Capital Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
James Black | Vice President | |||
Taylor Catarozoli | Partner |
Industry: Investment Management
Location: South Carolina
Website: dacapitalsc.com
Company Founded: 2003
Company Size: 11-50
Company Address: 58 Riverwalk Boulevard, Ridgeland, South Carolina, United States
Dividend Assets Capital, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jim Haley | Senior Portfolio Manager | |||
Jonathan Parrott | Chief Operating Officer |
Industry: Investment Management
Location: South Carolina
Company Founded: 2016
Company Size: 1-10
Jje Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Pete Wright | Chief Of Ancillary Companies | |||
Brian Roush | Cost Accountant |
Industry: Investment Management
Location: South Carolina
Website: citysquares.com
Company Size: 1-10
Flynn Wealth Management Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Forrest Rossi | Financial Advisor | |||
Susan Nigh | Independent Broker In Life And Health Insurance | |||
Grant Templeton | Account Executive |
Industry: Investment Management
Location: South Carolina
Website: ccminc.com
Company Size: 11-50
Company Address: 1201 Main Street, Columbia, South Carolina, United States
Ccm Investment Advisers Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Key | President | |||
Rebecca Rhodes | Vice President And Regional Marketing Director |
Industry: Investment Management
Location: South Carolina
Website: bethhrubala.com
Company Size: 1-10
Company Address: 101 West Street, Spartanburg, South Carolina, United States
Jeter Hrubala Wealth Strategies Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Gyles Laney | Branch Associate | |||
Becca Mathis | Financial Advisor |
Industry: Investment Management
Location: South Carolina
Website: godleymorris.com
Company Size: 1-10
Company Address: 800 West Main Street, Lake City, South Carolina, United States
Godley Morris Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Billy Morris | Managing Partner |
Industry: Investment Management
Location: South Carolina
Company Size: 1-10
Company Address: 1320 Main Street, Irmo, South Carolina, United States
Red Stripe Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sherman Jones | Research Analyst |
Industry: Investment Management
Location: South Carolina
Website: nicholsonwmg.com
Company Founded: 2017
Company Size: 1-10
Company Address: 8 North Adgers Wharf, Charleston, South Carolina, United States
Nicholson Wealth Management Group Of Wells Fargo Advisors Financial Network Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Joe Nicholson | Managing Director - Investments |
Industry: Investment Management
Location: South Carolina
Website: ccainvest.com
Company Size: 1-10
Company Address: 1922 India Hook Road, Rock Hill, South Carolina, United States
Continuum Capital Advisory Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Richard Heckard | President |
Industry: Investment Management
Location: South Carolina
Website: broadstreetfunds.com
Company Founded: 2011
Company Size: 1-10
Company Address: 36 Broad Street, Charleston, South Carolina, United States
Duron Capital Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rod Mcgee | Portfolio Manager And Principal |
Industry: Investment Management
Location: South Carolina
Company Size: 1-10
Company Address: 1147 North Guignard Drive, Sumter, South Carolina, United States
Transouth Corp Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Timothy Winkles | Van Driver |
Industry: Investment Management
Location: South Carolina
Website: arsenal401k.com
Company Founded: 2014
Company Size: 1-10
Arsenal 401k Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Stephen Loderick | Founder Chief Executive Officer |
Industry: Investment Management
Location: South Carolina
Website: mtminvest.com
Company Founded: 2018
Company Size: 1-10
Company Address: 781 East Main Street, Spartanburg, South Carolina, United States
Mtm Investment Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Julia Jordan | Office Manager |
Industry: Investment Management
Location: South Carolina
Website: kdcapitallp.com
Company Founded: 2014
Company Size: 1-10
Company Address: 111 Ashley Avenue, Charleston, South Carolina, United States
Kd Capital Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Doreen Chapman | Chief Operating Officer |
Industry: Investment Management
Location: South Carolina
Website: berryfg.com
Company Founded: 1987
Company Size: 1-10
Company Address: 306 West Harrison Street, Dillon, South Carolina, United States
Berry Financial Group, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Janet Mathews | Manager | |||
Jay Dorrell | Marketing And Information Technology Director | |||
Christine Williams | Administrative |
Industry: Investment Management
Location: South Carolina
Website: polarisinvest.com
Company Size: 1-10
Company Address: 735 Johnnie Dodds Boulevard, Mount Pleasant, South Carolina, United States
Polaris Investment Partners, Inc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Wattie | Vice President, Investments | |||
Dallas Main | Vice President Marketing Communications And Compliance Administrator |
Industry: Investment Management
Location: South Carolina
Company Founded: 2016
Company Size: 1-10
Company Address: P/o Box 1296, Travelers Rest, South Carolina, United States
Live Oak Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jennings Smith | Principal |
Industry: Investment Management
Location: South Carolina
Website: scwealth.com
Company Founded: 2013
Company Size: 1-10
Company Address: 221 Clubhouse Drive, West Columbia, South Carolina, United States
South Carolina Wealth Management Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Matthew Smith | Chief Investment Officer |
Industry: Investment Management
Location: South Carolina
Website: charlestoninvestmentadvisors.com
Company Size: 1-10
Charleston Investment Advisors, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Erica Smith | Vice President, Financial Planner |
Industry: Investment Management
Location: South Carolina
Website: williamsmarketanalytics.com
Company Size: 1-10
Williams Market Analytics, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
S Owen Williams | Market Strategist; Administrator |
Business Development Corporation Of South Carolina Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Julie Papin | Commercial Loan Officer Assistant |
Industry: Investment Management
Location: South Carolina
Website: uscoincapitol.com
Company Size: 1-10
Company Address: 1 Corpus Christi Place, Hilton Head, South Carolina, United States
Us Coin Capitol Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Fred Dashevsky | Owner |
Industry: Investment Management
Location: South Carolina
Website: andersongriggs.com
Company Size: 1-10
Company Address: 113 East Main Street, Rock Hill, South Carolina, United States
Anderson Griggs Investments Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Libby Anderson | Vice President And Chief Compliance Officer |
Industry: Investment Management
Location: South Carolina
Website: jpa-holdings.com
Company Size: 1-10
Jpa Holdings Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Davis | Business Manager |
Industry: Investment Management
Location: South Carolina
Website: automatedtradingworldwide.com
Company Founded: 2009
Company Size: 1-10
Automated Trading Worldwide Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bob Yundt | President |
Industry: Investment Management
Location: South Carolina
Company Founded: 2019
Company Size: 1-10
Mvn Investment Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ansh Viswanathan | Co-founder |
Industry: Investment Management
Location: South Carolina
Website: ostheim.net
Company Size: 1-10
Company Address: 2811 Reidville Road, Spartanburg, South Carolina, United States
Ostheim Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jeff Ostheim | Financial Representative |
Industry: Investment Management
Location: South Carolina
Website: legacywm.com
Company Size: 1-10
Company Address: 210 Wingo Way, Mount Pleasant, South Carolina, United States
Legacy Wealth Management (mount Pleasant, Sc) Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Mandell | Vice President- Investment Specialist |
Industry: Investment Management
Location: South Carolina
Website: questpa.com
Company Founded: 2008
Company Size: 1-10
Company Address: 1279 Glenns Bay Road, Surfside Beach, South Carolina, United States
Quest Property Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Andi Blume | Property Manager |
Industry: Investment Management
Location: South Carolina
Website: seamountfund.com
Company Founded: 2010
Company Size: 1-10
Company Address: 20 B Market Street, Beaufort, South Carolina, United States
Seamount Capital, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Gary Bellomy | Partner |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Bob Nachman | Nachman Norwood & Parrott Wealth Management Consultancy | Partner | |||
2 | Russell Miller | Nachman Norwood & Parrott Wealth Management Consultancy | Partner | |||
3 | Ben Norwood | Nachman Norwood & Parrott Wealth Management Consultancy | Partner | |||
4 | Sarah Farmer | Nachman Norwood & Parrott Wealth Management Consultancy | Wealth Planner | |||
5 | Wesley Boyce | Nachman Norwood & Parrott Wealth Management Consultancy | Partner | |||
6 | Maura Copsey | Nachman Norwood & Parrott Wealth Management Consultancy | Partner | |||
7 | Anna Madden | Nachman Norwood & Parrott Wealth Management Consultancy | Administrative Specialist | |||
8 | Reid Thompson | Colonial Trust Company | Vice President, Corporate Retirement Plan Specialist | |||
9 | Lori Cash | Colonial Trust Company | Trust Administrator | |||
10 | Libby Adamson | Colonial Trust Company | Business Manager | |||
11 | Paula Burkhart-pritchett | Colonial Trust Company | Trust Administrator | |||
12 | Heather Tisdale | Colonial Trust Company | Trust Administrator | |||
13 | Karen Longhurst | Colonial Trust Company | Vice President | |||
14 | John James | Performa Limited (us), Llc | Head Of U.s Business Development | |||
15 | Warren Miller | Performa Limited (us), Llc | U.s Client Relationship Manager | |||
16 | Scott Mcintyre | Performa Limited (us), Llc | Partner, Senior Portfolio Manager | |||
17 | Brandon Whiteside | Performa Limited (us), Llc | Compliance Associate | |||
18 | Kathy Nicholl | Performa Limited (us), Llc | Chief Compliance Officer | |||
19 | Michael Reavill | Performa Limited (us), Llc | Associate Portfolio Manager | |||
20 | Whitney Brownie | Performa Limited (us), Llc | Brand And Digital Marketing | |||
21 | William Coxe | Greenwood Capital | Private Client Advisor | |||
22 | Brian Disher | Greenwood Capital | Director Of Wealth Management | |||
23 | Walter Todd | Greenwood Capital | President, Chief Investment Officer | |||
24 | Melissa Bane | Greenwood Capital | Vice President And Private Client Advisor | |||
25 | Kalisse Evert | Greenwood Capital | Private Client Administrator | |||
26 | Will Bond | Greenwood Capital | Senior Trading Manager | |||
27 | Justin Bartanus | Greenwood Capital | Investment Associate | |||
28 | Joe Hines | Global View Investment Advisors | Partner | |||
29 | Kenneth Moore | Global View Investment Advisors | Managing Partner | |||
30 | Erin Sweatt | Global View Investment Advisors | Paraplanner | |||
31 | J Kurt Schumacher | Global View Investment Advisors | Wealth Planning Strategist | |||
32 | Erin Milner | Global View Investment Advisors | Paraplanner | |||
33 | Park Johnston | Wcm Global Wealth | Director Of Investor Relations And Business Development | |||
34 | Mills Armstrong | Wcm Global Wealth | Real Estate Developer | |||
35 | Kristin Wallace | Wcm Global Wealth | Senior Accountant | |||
36 | Tiffany Gilbert | Wcm Global Wealth | Investor Relations Specialist | |||
37 | Willi Mcnamara | Wcm Global Wealth | Executive Administrator | |||
38 | Jeffrey Stemler | Wcm Global Wealth | Director Of Financial Planning | |||
39 | Josh Renfro | Wcm Global Wealth | Assistant Vice President | |||
40 | Patrick Weston | Route 2 Capital Partners | Managing Partner |
Investment Management companies in different states of USA
Investment Management companies in different cities of South Carolina
No. | Cities | Number of Contacts | Download |
---|---|---|---|
1 | Investment Management Companies in Greenville | 690 | |
2 | Investment Management Companies in Charleston | 1150 |