Fintrust Capital Advisors, LLC is a financial advisory firm based in Greenville, South Carolina. It currently has approximately $1,319,987,823 of assets under management and employs about 44 people. Fintrust Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Foster Victor Wealth Advisors, LLC, a registered investment adviser established in 2016, offers financial planning, consulting, and investment management services. The firm manages assets totaling $1,243,196,000, with $980,735,000 under discretionary management. Clients have control over decisions and are not obligated to act on recommendations. Investment portfolios are diversified across various asset classes based on client goals and risk tolerance. The firm primarily allocates assets among mutual funds, ETFs, and individual securities. Clients may also invest in privately placed securities. Foster Victor Wealth Advisors charges fees based on assets under management, with rates varying depending on the investment type. The firm may recommend clients maintain accounts at Schwab for custody and brokerage services. Clients receive regular account reviews and statements, and the firm may exercise investment discretion and vote proxies on behalf of clients. The firm has not been involved in any material legal or disciplinary events. Clients are encouraged to review the firm's Proxy Voting Policies and Procedures for information on voting client securities. Foster Victor Wealth Advisors does not require a minimum portfolio value but has specific requirements for managing certain accounts. The firm does not disclose financial information as it meets all regulatory requirements. For more details, visit www.fostervictor.com.

Taverik Capital, LLC, formerly known as WCM Global Wealth, LLC, was established in February 2011 and is based in Greenville, South Carolina. The firm specializes in providing discretionary investment supervisory services and financial planning to sophisticated investors and institutional clients, managing assets through separately managed accounts and pooled investment vehicles. As of December 31, 2024, Taverik Capital had $106,831,968 in client assets under management, with $99,680,165 managed on a discretionary basis and $7,151,803 on a non-discretionary basis. The firm charges an annual management fee based on a tiered schedule, ranging from 2.00% to 1.00%, with negotiable fees at the discretion of the advisor. Additionally, Taverik Capital may charge performance-based fees of 20% for clients meeting specific criteria. The firm may engage in various investment strategies, including buy and hold, equity, fundamental value, growth, hedging, leverage, relative value, and short selling. Taverik Capital acts as a fiduciary and provides investment discretion to clients, with periodic reviews of client accounts conducted by the manager or designee. The firm may participate in soft-dollar arrangements for research and brokerage services and may engage in cross transactions and principal transactions with client consent. Taverik Capital generally does not vote proxies for separately managed accounts but does so for clients that are Funds, ensuring compliance with proxy voting policies and procedures. The firm has no financial conditions impairing its ability to fulfill commitments to clients and does not solicit prepayment of fees exceeding $1,200 six months in advance.

Wealth Management Advisors, LLC, also known as Wagner Wealth Management, was established in 2014 and offers financial planning, portfolio management, retirement plan advice, and general consulting services. The firm works with individuals, trusts, businesses, and corporations, providing services such as direct management of client portfolios, a wrap fee program, financial planning, third party money manager accounts, and retirement planning for 3(31) and 3(38) plans. Clients can impose reasonable restrictions on their accounts, and the firm's investment strategy is primarily long-term focused. WMA does not have performance-based fees or side-by-side management. The firm serves various types of clients, with a minimum portfolio value of $250,000 for conventional investment advisory services. WMA has a detailed privacy policy in place to protect clients' nonpublic personal information and maintains confidentiality. Clients receive quarterly account statements from the qualified custodian, and the firm does not generally vote proxies related to securities held in client accounts. WMA does not disclose nonpublic personal information to non-affiliated third parties, except as permitted by law, and has safeguards in place to protect client information.

Global View Investment Advisors, LLC, established in 2008, offers wealth management and consultation services to institutional and individual clients on a discretionary and non-discretionary basis. The firm's services include asset allocation review, mutual fund selection, retirement plan consulting, and more. Client investment objectives are determined based on risk tolerance and financial goals. Global View may utilize third-party money managers with full investment discretion. The firm's total assets managed as of December 31, 2024, were $466,062,859. For wealth management services, Global View charges a fee based on assets under management, not to exceed 2.0%, billed quarterly. The firm does not charge performance-based fees or engage in side-by-side management. Global View serves various types of clients, including individuals, families, and businesses, without a strict minimum account size requirement. The firm uses fundamental and technical analysis, employing an investment strategy focused on Margin of Safety investing. The firm's team includes Certified Financial Planners and experienced professionals dedicated to providing personalized financial planning services. Global View operates with a fiduciary duty, acting in the best interests of clients. The firm's fee structure, investment strategies, and disciplinary information are transparently disclosed in compliance with SEC regulations.

Family Legacy, Inc. is a financial advisory firm established in May 1995 and owned by Christopher A. Brown, a Certified Public Accountant and Personal Financial Specialist. The firm offers portfolio management and financial planning services, primarily managing advisory accounts on a discretionary basis. Clients include individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Family Legacy, Inc. provides individually managed accounts with a conservative investment philosophy, emphasizing high-quality stocks and other securities. Additionally, the firm offers asset allocation portfolios using mutual funds and ETFs for diversification. The minimum account size for individually managed accounts is typically $250,000, but negotiable under certain circumstances. Fees are charged based on a fixed fee schedule, with annual fees ranging from 0.75% to 1.50% depending on the account size. Family Legacy, Inc. acts as a fiduciary, obligated to act in the best interest of clients, and does not charge performance-based fees. The firm also provides retirement plan services, financial planning, and trustee services. Clients have the option to engage related entities for tax, accounting, and insurance services, but are not obligated to do so. Family Legacy, Inc. exercises investment discretion based on client objectives and risk tolerance, with periodic client communication and account reviews. The firm does not compensate others for client referrals and does not act as a custodian for client funds.

Goepper Burkhardt LLC, established in 2003, is a Registered Investment Adviser specializing in retirement wealth management. Operating as a fee-only fiduciary, the firm offers portfolio management and retirement planning services primarily for individuals and families. With assets under management totaling $325,688,140, the firm's compensation is solely from fees paid directly by clients, with a tiered fee schedule ranging from 0.95% to 0.25% based on assets under management. Clients have discretion over implementation decisions and can impose restrictions on investments. The firm's investment strategies include strategic asset allocation and fundamental analysis, utilizing sources like Morningstar and SEC filings. GB emphasizes portfolio diversification and offers active or passive approaches based on client objectives. The firm's three officers/advisors have extensive financial backgrounds and hold certifications such as CFP®, CPA, CFA®, and PFS. GB's business practices adhere to a Code of Ethics, ensuring client interests are prioritized. GB does not charge performance-based fees, manages client accounts with discretion, and provides services to retirement-minded individuals, foundations, trusts, and estates. The firm requires a minimum account size of $1,000,000 or a minimum fee of $750 per month, with exceptions based on various metrics. Clients are encouraged to review account statements provided by custodians Schwab Institutional and Nationwide. GB maintains a business continuity plan and a privacy policy to safeguard client information and ensure confidentiality.

Denis J. Knapschaefer is a Senior Vice President and Financial Consultant at Novus Advisors, LLC, based in Greenville, SC. He holds a BS in Business, Management Information Systems from Wright State University. With a career spanning from 1996 to the present, Knapschaefer has been with Novus Advisors since July 2022, bringing expertise from his prior role at First Financial Bank. There is no disciplinary information or other business activities to disclose for Knapschaefer, and he receives no additional compensation from industry affiliations. He is supervised by Jennifer Belshe, the Chief Compliance Officer and Principal at Novus Advisors, LLC. Clients can find more information about Knapschaefer on the SEC's website. Novus Advisors, LLC has established procedures to oversee Knapschaefer's activities, ensuring compliance and quality service for clients. For further details, clients are encouraged to refer to the firm's brochure.

V. M. Manning & Co., Inc. is a financial advisory firm based in Greenville, S.C., established in 1916 by Vivian M. Manning. The firm specializes in traditional money management services, primarily utilizing stocks, bonds, and money market funds as investment vehicles. Managed by Nelson B. Arrington Jr., the firm's investment advisory services are provided by Nelson B. Arrington III, William (Bill) A. Mitchell, and Michael (Mike) Sierra. With approximately $76 million in client assets under management as of 12/31/22, the firm charges an annual fee between 1.00% and 1.50% on assets under management, deducted quarterly. The minimum account size to open an account is $250,000. V. M. Manning & Co., Inc. does not offer performance-based fees and has no disciplinary actions on record. The firm's investment strategy focuses on core equity investments in U.S. and foreign common stocks, bonds, and preferred stocks, aiming for long-term growth at a reasonable price. Clients have the option to impose restrictions on certain investments. The firm retains full investment discretion, allowing them to buy and sell securities as needed to meet client objectives. V. M. Manning & Co., Inc. does not maintain custody of client assets, utilizing Charles Schwab as the custodian. Clients receive quarterly performance reports and annual reviews of their accounts. The firm does not receive compensation for client referrals and does not engage in principal or agency cross securities transactions for client accounts.