Fee-OnlyFinder

Blue Granite Capital, LLC

% of assets managed in Charleston, SC

SEC registeredNo commissions reported

Call (843) 722-7330Send a messageMap ↗

Public-record details

Address
215 East Bay Street, Suite 500m, Charleston, SC 29401
Phone
(843) 722-7330
Listed under
% of assets managed, Retirement plan consulting
CRD number
125607
Registration
SEC registered since 2026-04-14
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses; Pension consulting
Regulatory assets under management
$108.8 million
Accounts managed
89
Clients reported (Form ADV 5.D)
40
Individual / high-net-worth clients
6 / 28
Employees
3
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-09

SEC registered investment adviser, CRD 125607, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Charleston

Advisor.com525 King Street, Ste B · Charleston, SC 29403 · (843) 284-6261 · Financial planningCRD 318823 · % of assets, Fixed fees, Other · $126.8 million AUMSEC registeredNo commissions reportedAtvantis Wealth Management, LLC40 Calhoun St., Suite 250-G · Charleston, SC 29401 · (843) 209-3842 · Flat / fixed feesCRD 339074 · % of assets, Fixed fees, Performance-based feesState registeredNo commissions reportedCalidris Financial, LLC677 King Street, Floor 3 · Charleston, SC 29403 · (917) 451-3141 · Financial planningCRD 334935 · % of assets, Hourly charges, Fixed fees · $43.3 million AUMState registeredNo commissions reportedCapasso Planning Partners LLC635 East Bay Street, Suite C · Charleston, SC 29403 · (843) 608-8487 · Financial planningCRD 294673 · % of assets, Hourly charges, Fixed fees · $274.2 million AUMSEC registeredNo commissions reportedCharleston Financial Advisors, LLC4 North Atlantic Wharf, Suite 200 · Charleston, SC 29401 · (843) 722-3331 · Financial planningCRD 137536 · % of assets, Hourly charges, Fixed fees · $262.4 million AUMSEC registeredNo commissions reportedIncome Growth Advisors, LLC225 Seven Farms Drive, Suite 205a · Charleston, SC 29492 · (843) 628-5611 · Financial planningCRD 156340 · % of assets, Hourly charges, Other · $4.4 million AUMState registeredNo commissions reportedIntegritas Wealth Strategies, LLC677 King St, 3rd Floor · Charleston, SC 29403 · (843) 212-7011 · Financial planningCRD 332359 · % of assets, Hourly charges, Fixed fees · $3.7 million AUMState registeredNo commissions reportedKaizen Wealth Management, LLC18 Broad Street, Suite 300 · Charleston, SC 29401 · (212) 362-3250 · Financial planningCRD 131466 · % of assets · $68.5 million AUMState registeredNo commissions reported

All 20 in Charleston →