Beckwith Financial Advisors, Pc (Greenville)

Beckwith Financial Advisors, Pc is a large advisory firm based in Greenville. It manages $40.78 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.

Beckwith Financial Advisors, Pc provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beckwith Financial Advisors, Pc: assets under management

The assets under management (AUM) of Beckwith Financial Advisors, Pc is $40.78 million. The firm's AUM has grown by 22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.37 million in discretionary accounts and $5.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.41 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beckwith Financial Advisors, Pc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beckwith Financial Advisors, Pc

Samuel Beckwith has been acting as President since 1 Sep 1987. Samuel Cary Beckwith joined the executive team most recently as the President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Beckwith	President/chief compliance officer	1 Sep 1987	75% - 100%	2067619
Samuel Cary Beckwith	President/chief compliance officer	1 Sep 1987	75% - 100%	2067619

Based in Greenville

The principal office where Beckwith Financial Advisors, Pc performs its advisory services is located at 115 East Camperdown Way, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.