Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• Tandem Investment Advisors Inc

  Tandem Investment Advisors, Inc. is an SEC registered investment adviser founded in Charlottesville, Virginia in 1990 by John B. Carew. The firm specializes in providing portfolio management services on a discretionary basis to various clients, including individuals, retirement plans, trusts, corporations, and more. Tandem primarily manages equity portfolios, offering strategies such as Large Cap Core, Equity, and Mid Cap Core. The firm's investment process focuses on identifying companies with consistent growth in earnings, revenues, and cash flow, as well as unique competitive advantages. Clients can hire Tandem directly or indirectly through independent financial advisors or wrap programs. The minimum account size for direct clients is $500,000, while for indirect clients it is $100,000. Tandem charges fees based on a percentage of assets under management, typically 1.00% annually for the first $2 million. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Tandem does not provide financial planning services but focuses on managing client assets according to selected investment strategies. The firm's investment professionals hold professional designations such as CFA® (Chartered Financial Analyst) and CMT® (Chartered Market Technician), demonstrating their expertise in investment analysis and decision-making. Tandem's investment philosophy emphasizes low volatility equity management and a disciplined approach to security selection and portfolio management. For more information, visit www.tandemadvisors.com.

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  $2,863,889,763 under management

  9 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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• Objectivity Squared Wealth Management

  Objectivity Squared Wealth Management (OSWM) is a registered investment advisor offering customized wealth management services. The firm operates a Wrap Fee Program, bundling securities transaction fees, custodial costs, and other expenses into a single wealth management fee. OSWM charges a minimum fee of 0.80% for Wealth Management Services. Wealth management fees are based on a tiered schedule depending on the total household value, ranging from 1.00% for less than $10,000,000 to 0.80% for over $15,000,000. Fees are paid quarterly in advance based on the market value of assets under management. OSWM does not charge performance-based fees and does not manage proprietary investment funds. The firm serves individuals, high net worth individuals, charitable organizations, corporations, and retirement plans with no minimum account size requirement. OSWM acts as the sponsor and sole portfolio manager for the Wrap Fee Program, with a focus on risk management and client communication. Clients have direct access to portfolio managers, and the firm does not accept proxy-voting responsibility. OSWM has implemented a Code of Ethics and conducts regular reviews of client accounts. The firm does not compensate for client referrals and has no adverse financial situations affecting its ability to meet obligations. Clients are advised on the risks associated with various investment strategies, including alternative investments, bonds, equities, ETFs, fixed income securities, and structured products.

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  $330,300,000 under management

  5 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

  Selection Of Other Advisers

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• Curran Financial Partners, LLC

  Curran Financial Partners, LLC is a SEC registered Investment Adviser founded on July 20, 2015, managing $505,652,097 on a discretionary basis as of December 31, 2024. The firm offers Investment Management Services tailored to individual needs through Passive or Active Management. Financial Planning services cover areas like Cash Flow Management, College Savings, Estate Planning, Financial Goals, Insurance, Investment Analysis, Retirement Planning, Risk Management, and Tax Planning. The firm does not provide accounting or tax preparation services directly but has a relationship with Tyson Accounting, LLC for these services. Curran Financial Partners acts as the sub-adviser for The God Bless America ETF (YALL). The firm charges a 1.00% fee for Passive Management and a 1.50% fee for Active Management. Financial Planning fees range from $750 to $1,500. The firm does not engage in wrap fee programs and does not use performance-based fees due to conflicts of interest. Clients have discretion over their investments, and the firm practices both passive and active investment management with a primary focus on technical analysis. The firm serves individuals and high net-worth individuals with no minimum account size requirement. Clients are encouraged to review custodial statements and compare them with reports provided by the firm. Curran Financial Partners does not vote client proxies and does not have any bankruptcy petitions in the past ten years.

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  $319,132,326 under management

  11 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Pension Consulting Services

  Selection Of Other Advisers

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• Capasso Planning Partners LLC

  Capasso Planning Partners LLC is a financial advisory firm based in Charleston, SC, established in January 2018. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to select securities and execute transactions, with an emphasis on educating clients about the investment strategy. Capasso Planning Partners LLC acts as a fiduciary, making investment decisions in the best interest of clients and avoiding practices that advantage certain portfolios. The firm also offers financial planning services covering various aspects such as investment, tax, estate, and retirement planning. There is no minimum account size required for services. Fees for portfolio management are asset-based, ranging from 0.50% to 1.25%, with fees varying and negotiable. Financial planning fees have a minimum of $2,400, with fixed and hourly fee options. The firm does not participate in performance-based fees and provides services to individuals, high-net-worth individuals, charitable organizations, and businesses. Clients have the option to impose restrictions on investments based on personal values. Capasso Planning Partners LLC does not participate in wrap fee programs and manages approximately $327.7 million in assets as of December 31, 2024.

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  $276,067,018 under management

  11 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Selection Of Other Advisers

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• Blue Granite Capital, LLC

  Blue Granite Capital, LLC is an investment advisory firm that has been operating since 2003 and is registered with the appropriate regulatory authority. The firm specializes in providing portfolio management services to clients, with a focus on developing financial outlines and investment objectives tailored to individual client needs. Blue Granite Capital is co-owned by Scott B. Shubert, President and Chief Investment Officer, and John Shubert, Partner. As of December 31, 2024, the firm managed over $99 million on a discretionary basis. The firm's fee structure ranges from 0.50% to 1.00% of assets under management, with a minimum portfolio value typically set at $500,000. Blue Granite Capital may negotiate special fee arrangements based on individual circumstances. The firm does not charge performance-based fees and does not engage in side-by-side management. Blue Granite Capital's investment strategies primarily involve common stocks, individual bonds, and ETFs, with a focus on optimizing performance while managing risk through diversification and asset allocation. The firm provides advisory services to individuals, pension and profit-sharing plans, and corporations, with a minimum portfolio value of $500,000 for conventional investment advisory services. The firm's investment advisers have no disciplinary events to report, and they do not vote proxies related to securities held in client accounts. Blue Granite Capital has custody of client accounts through Pershing, the custodian, and operates with investment discretion, managing portfolios on a discretionary basis. The firm's investment advisers have educational backgrounds and extensive experience in the financial industry, ensuring clients receive expert guidance and service.

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  $72,583,686 under management

  3 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Sub-advisory Services

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• Kinwell LLC

  Kinwell, LLC is a registered investment advisor established in September 2017 and registered with the U.S. Securities and Exchange Commission in May 2023. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Kinwell offers services such as investment strategy, asset allocation, and regular portfolio monitoring. The firm manages discretionary and non-discretionary accounts, with a focus on long-term trading strategies. Kinwell charges a tiered fee structure based on assets under management, with fees ranging from 0.50% to 0.90%. The firm does not participate in wrap fee programs and has assets under management totaling over $190 million. Clients may impose restrictions on investments based on personal values or beliefs. Kinwell provides pension consulting services, limiting advisory advice to specific types of investments such as mutual funds, fixed income securities, and real estate funds. The firm does not accept compensation for the sale of securities to clients and has a detailed Code of Ethics in place. Clients' assets are held by third-party custodians, and Kinwell does not accept voting authority for client securities. The firm prioritizes client privacy and data security, safeguarding personal information and using it only as needed to provide services or as permitted by law. Clients have choices regarding the use of their personal information and can contact Kinwell for more information at their Charleston office or via email.

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  $66,211,784 under management

  2 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

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• Victoria Capital Management, Inc.

  Victoria Capital Management, Inc. is an SEC registered investment advisor specializing in managing portfolios of individual fixed income, equity securities, and exchange-traded funds since 2000. The firm offers investment management services through various strategies, including Growth Equity, Growth & Income, and Target Return portfolios. VCM provides written quarterly investment perspectives and customized client letters to inform clients about the investment process. The firm caters to a range of clients, including individuals, trusts, foundations, and retirement plans. VCM's investment philosophy involves fundamental and technical analysis, considering fiscal and monetary policies, economic variables, and client expectations. The firm charges fees based on a percentage of assets under management, with a maximum fee of 1%. VCM does not offer performance-based fees and has no disciplinary history. The firm has sub-advisory agreements with other entities and offers investment models through various platforms. VCM operates under a Code of Ethics to ensure ethical conduct and places client interests first. The firm has full discretion for account management and votes on proxy materials. All client assets are held by an independent custodian, and VCM has a policy to prevent money laundering. Key personnel include Diane V. Nugent, President/CEO, Thomas E. Nugent, Executive Vice President, and Ryan L. Harper, Director of Operations.

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  $58,593,843 under management

  3 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

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• Kaizen Wealth Management, LLC

  Kaizen Wealth Management, LLC is a registered investment adviser based in Charleston, SC, founded by Derrick D. DeMay in 1972. The firm offers financial planning services and portfolio management for individuals, trusts, and retirement accounts. Investment strategies are customized based on client risk tolerance, goals, and time horizon. The firm follows an investment philosophy rooted in Modern Portfolio Theory and behavioral finance, aiming to create diversified portfolios across various asset classes. Kaizen Wealth Management charges asset-based management fees starting at 1.00% for the first $10,000,000 of assets under management, with fees decreasing for higher asset levels. The firm does not charge performance-based fees. Clients have the option for discretionary management, allowing the firm to make investment decisions on their behalf. Kaizen Wealth Management reviews client accounts quarterly and provides regular updates on portfolio activity. The firm does not vote proxies on behalf of clients and has no disciplinary information to disclose. Clients are responsible for verifying fee calculations and reviewing all fees charged by the firm and third parties.

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  $43,912,643 under management

  1 advisor

  Fee structure

  A percentage of assets under your management

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

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• Ballast Rock Private Wealth

  Ballast Rock Private Wealth LLC is a Limited Liability Company established in May 2022, with principal ownership by Ballast Rock Holdings LLC, primarily owned by Thomas Eldredge Carroll-Connell. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements outlining their current situation and aiding in portfolio selection. BRPW requests discretionary authority to manage securities and execute transactions in line with fiduciary duties. The firm provides financial planning services at no additional cost to portfolio management clients and offers pension consulting services. Investment advice is focused on mutual funds, fixed income securities, real estate funds, equities, and more. BRPW acts as a fiduciary, obligated to act in clients' best interests, with fees based on a tiered schedule ranging from 0.50% to 1.50% of assets under management. Clients may impose restrictions on investments, and BRPW does not participate in wrap fee programs. The firm reports $202,197,589 in discretionary assets under management and $36,002,744 in non-discretionary assets as of December 31, 2024. Clients receive quarterly reports and have the option to use Charles Schwab as a custodian/broker. BRPW does not accept performance-based fees, and clients have the freedom to purchase recommended products through other brokers. The firm discloses potential conflicts of interest related to its financial industry activities and affiliations.

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  $31,230,923 under management

  6 advisors

  Fee structure

  A percentage of assets under your management

  Commissions

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Pension Consulting Services

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• Eagles Coast Wealth Management, LLC

  Eagles Coast Wealth Management, LLC, led by Ilya Igor Falkovich, offers financial advisory services from their office in Daniel Island, SC. Established in October 2018, Falkovich brings a background in Mathematics and Economics from Columbia University. With no reported disciplinary history, Falkovich serves as a Managing Member at Eagles Coast Wealth Management, dedicating around 80 hours monthly to the firm. Additionally, he is a partner at Eagles Nest Holdings, LLC, spending 5 hours weekly in a non-trading capacity. Falkovich also co-owns Dolabra, LLC, a marketing company, and is a licensed insurance agent with ENH Agency, LLC. Not receiving any undisclosed compensation, Falkovich is supervised by CEO Paul S. Martin. State-registered, Falkovich has no reportable events related to financial misconduct or bankruptcy. Clients can access Falkovich's full background on the SEC's website. The firm's investment strategies and analysis methods are not explicitly detailed in the brochure.

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  $25,135,839 under management

  4 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  See full profile