Match Grade Advisors, LLC (Greenville)

Name: Match Grade Advisors, LLC
Address: 400 Pettigru St, Greenville, SC, 29601
Telephone: 864-250-0661

Match Grade Advisors, LLC is a large advisory firm based in Greenville. It manages $140.13 million of regulatory assets for 164 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Georgia, North Carolina, and South Carolina.

Match Grade Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Match Grade Advisors: assets under management

The assets under management (AUM) of Match Grade Advisors, LLC is $140.13 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33 million in discretionary accounts and $107.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $279.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.33 million.

Investments

The firm invests in investment and business development companies the most. They account for 90% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 5% of the firm’s portfolio. Investments in cash and cash equivalents form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Match Grade Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Match Grade Advisors serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Match Grade Advisors is pension and profit sharing plans with 66 clients and $125.15 million of assets under management. Among the 8 most similar advisory firms, Match Grade Advisors has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $140.13 million for 127 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Match Grade Advisors doesn't advise any private funds.

Careers at Match Grade Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Retirement Funding Advisors	50% owner of match grade advisors, llc	1 Sep 2018	50% - 75%	148891
Welch Benefit Group	50% owner of match grade advisors, llc	1 Sep 2018	50% - 75%	20-8577424
James Carson Vaughan	Chief compliance officer	1 Sep 2018	Other	5323217
Ray William Welch	Co-managing member	1 Sep 2018	Other	2734032

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Ray William Welch	100% owner	1 Jan 2007	50% - 75%	2734032
James Carson Vaughan	100% owner, managing member	1 Jan 2009	75% - 100%	5323217

Based in Greenville

The principal office where Match Grade Advisors, LLC performs its advisory services is located at 400 Pettigru St, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-250-0661. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at matchgradeadvisors.com.