WEBSTERROGERS FINANCIAL ADVISORS, LLC

CRD 121006File 801-61500

APPROVED

Retail clients

Custody

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$460.5M

Above cohort median (national)

Discretionary AUM

$459.7M

Non-discretionary $827K

Clients

328

810 accounts

Employees

Above cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Sep 27, 2002
Principal office: 1411 SECOND LOOP ROAD, FLORENCE, SC, 29505-2801
Phone: 843-665-6321
Website: HTTP://WWW.WRFASC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $460.5M
Discretionary AUM: $459.7M
Non-discretionary AUM: $827K
Discretionary accounts: 803
Non-discretionary accounts: 7
Total accounts: 810
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$11.2M
Charitable organizations	Fewer than 5	$14.8M
High net worth individuals	73	$346.2M
Pension and profit sharing plans	13	$3.9M
Individuals (other than high net worth individuals)	242	$84.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.