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ADVISOR.COM
Legal name: ADVR, INC
CRD 318823File 801-128856
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.8M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $126.8M
Clients
426
2,029 accounts
Employees
12
Bottom 25% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 15, 2023
- Principal office
- 525 KING STREET, STE B, CHARLESTON, SC, 29403
- Phone
- 843-284-6261
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $126.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,029
- Total accounts
- 2,029
- AUM per client
- $298K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 23 | $35.0M |
| Individuals (other than high net worth individuals) | 403 | $91.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES FROM 3RD-PARTY RIAS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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 11This 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.