Top 20 Investment Management Companies in Charleston

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Below is the list of Top 20 Investment Management Companies in Charleston ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Charleston

1. Performa Limited (us), Llc

Industry: Investment Management

Location: Charleston, South Carolina

Company Founded: 2010

Company Size: 11-50

Performa Limited (us), Llc Contact Details

Name Title LinkedIn Phone Email
John James Head Of U.s Business Development
Warren Miller U.s Client Relationship Manager
Scott Mcintyre Partner, Senior Portfolio Manager
Brandon Whiteside Compliance Associate
Kathy Nicholl Chief Compliance Officer
Michael Reavill Associate Portfolio Manager
Whitney Brownie Brand And Digital Marketing
Requires/Intent and 3 more Employees
Branding
HR & Payroll Services
Legal
Digital Marketing
and more

2. Jbj Investment Partners, Llc

Industry: Investment Management

Location: Charleston, South Carolina

Website: jbjinvest.com

Company Founded: 2012

Company Size: 1-10

Company Address: 701 East Bay Street, Charleston, South Carolina, United States

Jbj Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Charlotte Morgan Financial Planner
Caroline Hinkle Investment Advisor
Kate Lacey Portfolio Operations
Daniel Callahan Investment Advisor
Brandy Benton Operations Manager
Brandy Russell Operations Manager
Amber Rollins Operations Specialist
Requires/Intent and 1 more Employees
E-commerce Integration
Web Development
and more

3. Tandem Investment Advisors, Inc.

Industry: Investment Management

Location: Charleston, South Carolina

Website: tandemadvisors.com

Company Founded: 1990

Company Size: 1-10

Company Address: 145 King Street, Charleston, South Carolina, United States

Tandem Investment Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Jordan Watson Investment Management Associate
Elaine Natoli Director Of Communications
Ben Carew Portfolio Manager
Ben Carew Associate Portfolio Manager
Requires/Intent
Market Research
Data Security
IoT
Cloud Solutions
and more

4. Southern Diversified Distributors, Inc

Industry: Investment Management

Location: Charleston, South Carolina

Website: sddholdings.com

Company Size: 201-500

Company Address: 4210 Azalea Drive, Charleston, South Carolina, United States

Southern Diversified Distributors, Inc Contact Details

Name Title LinkedIn Phone Email
Robert Marion Vice President Of Human Resources And Information Technology
Janet Kellett Business Systems Support
Sarah Croft Marketing Assistant
Diana Kortenhoeven Marketing
Diana Kortenhoeven Marketing
Requires/Intent
Digital Marketing
E-commerce Integration
and more

5. Anderson Growth Partners

Industry: Investment Management

Location: Charleston, South Carolina

Website: andersongrowthpartners.com

Company Size: 1-10

Anderson Growth Partners Contact Details

Name Title LinkedIn Phone Email
Adam Hamill Managing Director
Bliss Mcmath Investment Advisor
Marilyn Karpeles Controller
Zhiqian Li Summer Investment Analyst
Requires/Intent
AI-Powered Financial Forecasting
Institutional Asset Management
and more

6. Liquidax Capital

Industry: Investment Management

Location: Charleston, South Carolina

Website: liquidax.com

Company Founded: 2014

Company Size: 11-50

Company Address: 360 Concord Street, Charleston, South Carolina, United States

Liquidax Capital Contact Details

Name Title LinkedIn Phone Email
Alan Leal Director And Advisor, Technology Transfer And Strategic Partnerships
Liquidax Daniel Drolet Manager
Requires/Intent
Cloud Hosting
Tax Optimization For Investments
Compliance & Risk Management
Investor Relations & Reporting
Market Research
and more

7. Liberty Hall Capital Partners

Industry: Investment Management

Location: Charleston, South Carolina

Website: libertyhallcapital.com

Company Size: 11-50

Company Address: 200 Meeting Street, Charleston, South Carolina, United States

Liberty Hall Capital Partners Contact Details

Name Title LinkedIn Phone Email
James Black Vice President
Taylor Catarozoli Partner
Requires/Intent
Automation
Digital Asset & Cryptocurrency Investment
Advertising
and more

8. Nicholson Wealth Management Group Of Wells Fargo Advisors Financial Network

Industry: Investment Management

Location: Charleston, South Carolina

Website: nicholsonwmg.com

Company Founded: 2017

Company Size: 1-10

Company Address: 8 North Adgers Wharf, Charleston, South Carolina, United States

Nicholson Wealth Management Group Of Wells Fargo Advisors Financial Network Contact Details

Name Title LinkedIn Phone Email
Joe Nicholson Managing Director - Investments
Requires/Intent
Technology
HR & Payroll Services
SEO
and more

9. Duron Capital Llc

Industry: Investment Management

Location: Charleston, South Carolina

Website: broadstreetfunds.com

Company Founded: 2011

Company Size: 1-10

Company Address: 36 Broad Street, Charleston, South Carolina, United States

Duron Capital Llc Contact Details

Name Title LinkedIn Phone Email
Rod Mcgee Portfolio Manager And Principal
Requires/Intent
Institutional Asset Management
Predictive Analytics
High-Frequency Trading Solutions
and more

10. Kd Capital Management, Llc

Industry: Investment Management

Location: Charleston, South Carolina

Website: kdcapitallp.com

Company Founded: 2014

Company Size: 1-10

Company Address: 111 Ashley Avenue, Charleston, South Carolina, United States

Kd Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Doreen Chapman Chief Operating Officer
Requires/Intent
Smart Contracts For Investment
Tax Optimization For Investments
AI-Based Credit Risk Assessment
SEO
Digital Asset & Cryptocurrency Investment
and more

11. Jpa Holdings

Industry: Investment Management

Location: Charleston, South Carolina

Website: jpa-holdings.com

Company Size: 1-10

Jpa Holdings Contact Details

Name Title LinkedIn Phone Email
Robert Davis Business Manager
Requires/Intent
Alternative Investment Consulting
AI-Powered Financial Forecasting
and more
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Charleston Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 John James Performa Limited (us), Llc Head Of U.s Business Development
2 Warren Miller Performa Limited (us), Llc U.s Client Relationship Manager
3 Scott Mcintyre Performa Limited (us), Llc Partner, Senior Portfolio Manager
4 Brandon Whiteside Performa Limited (us), Llc Compliance Associate
5 Kathy Nicholl Performa Limited (us), Llc Chief Compliance Officer
6 Michael Reavill Performa Limited (us), Llc Associate Portfolio Manager
7 Whitney Brownie Performa Limited (us), Llc Brand And Digital Marketing
8 Charlotte Morgan Jbj Investment Partners, Llc Financial Planner
9 Caroline Hinkle Jbj Investment Partners, Llc Investment Advisor
10 Kate Lacey Jbj Investment Partners, Llc Portfolio Operations
11 Daniel Callahan Jbj Investment Partners, Llc Investment Advisor
12 Brandy Benton Jbj Investment Partners, Llc Operations Manager
13 Brandy Russell Jbj Investment Partners, Llc Operations Manager
14 Amber Rollins Jbj Investment Partners, Llc Operations Specialist
15 Jordan Watson Tandem Investment Advisors, Inc. Investment Management Associate
16 Elaine Natoli Tandem Investment Advisors, Inc. Director Of Communications
17 Ben Carew Tandem Investment Advisors, Inc. Portfolio Manager
18 Ben Carew Tandem Investment Advisors, Inc. Associate Portfolio Manager
19 Robert Marion Southern Diversified Distributors, Inc Vice President Of Human Resources And Information Technology
20 Janet Kellett Southern Diversified Distributors, Inc Business Systems Support
21 Sarah Croft Southern Diversified Distributors, Inc Marketing Assistant
22 Diana Kortenhoeven Southern Diversified Distributors, Inc Marketing
23 Diana Kortenhoeven Southern Diversified Distributors, Inc Marketing
24 Adam Hamill Anderson Growth Partners Managing Director
25 Bliss Mcmath Anderson Growth Partners Investment Advisor
26 Marilyn Karpeles Anderson Growth Partners Controller
27 Zhiqian Li Anderson Growth Partners Summer Investment Analyst
28 Alan Leal Liquidax Capital Director And Advisor, Technology Transfer And Strategic Partnerships
29 Liquidax Daniel Drolet Liquidax Capital Manager
30 James Black Liberty Hall Capital Partners Vice President
31 Taylor Catarozoli Liberty Hall Capital Partners Partner
32 Joe Nicholson Nicholson Wealth Management Group Of Wells Fargo Advisors Financial Network Managing Director - Investments
33 Rod Mcgee Duron Capital Llc Portfolio Manager And Principal
34 Doreen Chapman Kd Capital Management, Llc Chief Operating Officer
35 Robert Davis Jpa Holdings Business Manager

Investment Management companies in different cities of South Carolina

No. Industry Number of Contacts Download
1 Investment Management Companies in Greenville 690