CHARLESTON FINANCIAL ADVISORS, LLC

CRD 137536File 801-107090

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$262.4M

Below cohort median (national)

Discretionary AUM

$250.7M

Non-discretionary $11.7M

Clients

203

643 accounts

Employees

Below cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 4, 2016
Principal office: 4 NORTH ATLANTIC WHARF, SUITE 200, CHARLESTON, SC, 29401-2168
Phone: 843-722-3331
Website: HTTP://WWW.CHARLESTONFINANCIAL.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $262.4M
Discretionary AUM: $250.7M
Non-discretionary AUM: $11.7M
Discretionary accounts: 626
Non-discretionary accounts: 17
Total accounts: 643
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.9M
Charitable organizations	Fewer than 5	$173K
High net worth individuals	88	$210.8M
Pension and profit sharing plans	5	$6.4M
Individuals (other than high net worth individuals)	108	$43.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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 individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
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.