MATCH GRADE ADVISORS

Legal name: MATCH GRADE ADVISORS, LLC

CRD 299181File 801-114348

APPROVED

Retail clients

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$479.4M

Above cohort median (national)

Discretionary AUM

$302.4M

Non-discretionary $177.0M

Clients

372

372 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: Dec 4, 2018
Principal office: 400 PETTIGRU ST, GREENVILLE, SC, 29601
Phone: 864-250-0661
Website: https://www.linkedin.com/company/matchgrade

Assets & accounts

ADV Item 5F

Total regulatory AUM: $479.4M
Discretionary AUM: $302.4M
Non-discretionary AUM: $177.0M
Discretionary accounts: 84
Non-discretionary accounts: 288
Total accounts: 372
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	73	$109.4M
Pension and profit sharing plans	84	$302.4M
Individuals (other than high net worth individuals)	215	$67.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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.