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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WEBSTERROGERS FINANCIAL ADVISORS, LLC

CRD 121006

FLORENCE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c6e6731-435c-0644-12c3-66ece11de5dc

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2012 to Mar 6, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $461MItem 5.F on the latest filing (2026-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $460M
Private client RAUM: $431MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $65.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 810
Individual clients: 242
High net worth clients: 73
Custody, client assets: $243M
SEC number: 801-61500
CRD: 121006
Filings on the tape: 34
First filed: Mar 30, 2012
Latest filed: Mar 6, 2026
Organised: Limited Liability Company, SC
Website: wrfasc.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AMY MARIE FISHER	Certified Financial Planner	FLORENCE, SC	19	22	n/a	no
JESSICA RENEE HARRINGTON	n/a	FLORENCE, SC	11	23	n/a	no
ALEXANDER NOEL RASMUSSEN	Chartered Financial Analyst	FLORENCE, SC	8	21	2	no
WILLIAM DANIEL HARDAWAY	Certified Financial Planner\|Personal Financial Specialist	FLORENCE, SC	8	13	n/a	no
DRAKE LEMOND WRIGHT	n/a	FLORENCE, SC	7	10	n/a	no
Carson David Strom	Chartered Financial Analyst	FLORENCE, SC \| GREENVILLE, SC	4	12	n/a	no
William Glass Miles	n/a	FLORENCE, SC \| Columbia, SC	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FISHER, AMY, MARIE	MANAGING MEMBER, DIRECTOR	A	yes	01/2014	Mar 5, 2014	Mar 5, 2024
ADKINS, ELLEN, KYLE HELM	Member	A	no	01/2009	Mar 30, 2012	Mar 5, 2024
CREECH,JR, BOBBY, RYON	MEMBER, DIRECTOR	A	no	01/2000	Mar 30, 2012	Mar 5, 2024
FITZSIMMONS, THOMAS, EDWARD	Member	A	no	01/2001	Mar 30, 2012	Mar 5, 2024
HOLLADAY, STEPHEN, MYERS	Member	A	no	01/2000	Mar 30, 2012	Mar 5, 2024
JONES, DANA, MCCUTCHEON	CCO/COO	Na	no	08/2017	Aug 3, 2017	Mar 5, 2024
LEAHEY, JOHN, JOSEPH	MEMBER, DIRECTOR	A	no	01/2004	Mar 30, 2012	Mar 5, 2024
ROZIER, JAMES, ELWYN	Member	Na	no	01/1999	Mar 30, 2012	Mar 5, 2024
TALBERT, CHARLES, LANEY	Member	Na	no	07/2013	Nov 21, 2013	Mar 5, 2024
TILTON, ROBERT, MARION	Member	A	no	01/2015	Jan 30, 2015	Mar 5, 2024
WAY, WESLEY, ALLEN	Member	A	no	01/1999	Mar 30, 2012	Mar 5, 2024
WROBEL, ANTHONY, CHESTER	Member	A	no	01/1999	Mar 30, 2012	Mar 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEBSTERROGERS LLP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Charleston	Sc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$461M	$460M	9	7	3	n/a	n/a
2024	Apr 21, 2025	$372M	$372M	10	7	2	n/a	n/a
2023	Mar 5, 2024	$346M	$346M	10	7	1	n/a	n/a
2022	Mar 24, 2023	$303M	$303M	9	7	1	n/a	n/a
2021	Mar 16, 2022	$698M	$698M	12	10	1	n/a	n/a
2020	Mar 22, 2021	$618M	$618M	12	10	1	n/a	n/a
2019	Mar 25, 2020	$208M	$208M	10	6	1	n/a	n/a
2018	Mar 28, 2019	$208M	$208M	10	6	2	n/a	n/a
2017	Mar 23, 2018	$192M	$192M	8	6	2	n/a	n/a
2016	Mar 28, 2017	$174M	$174M	11	5	n/a	n/a	n/a
2015	Mar 28, 2016	$233M	$176M	6	4	n/a	n/a	n/a
2014	Mar 24, 2015	$277M	$219M	7	6	n/a	n/a	n/a
2013	Mar 5, 2014	$163M	$163M	7	4	n/a	n/a	n/a
2012	Mar 20, 2013	$166M	$166M	7	3	n/a	n/a	n/a
2011	Mar 30, 2012	$156M	$156M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$461M	$372M	23.8%	$303M	15.0%	9	10	3	2

Relationships

Registered with (11)

← William Glass MilesAdvisorregistration: current employment
Oct 14, 2024 to presentfactForm ADV
← Carson David StromAdvisorregistration: current employment
Nov 15, 2021 to presentfactForm ADV
← DRAKE LEMOND WRIGHTAdvisorregistration: current employment
Apr 1, 2019 to presentfactForm ADV
← WILLIAM DANIEL HARDAWAYAdvisorregistration: current employment
Nov 14, 2017 to presentfactForm ADV
← ALEXANDER NOEL RASMUSSENAdvisorregistration: previous registration
Sep 27, 2016 to Aug 3, 2017factForm ADV
← JESSICA RENEE HARRINGTONAdvisorregistration: current employment
Aug 20, 2015 to presentfactForm ADV
← AMY MARIE FISHERAdvisorregistration: current employment
Jul 24, 2007 to presentfactForm ADV
← MARION STEPHENSON FOWLERAdvisorregistration: previous registration
Feb 23, 2017 to Jun 7, 2024factForm ADV
← Elizabeth S KramerAdvisorregistration: previous registration
Sep 28, 2016 to Nov 8, 2019factForm ADV
← Nathan LoveAdvisorregistration: previous registration
Jul 24, 2007 to Mar 7, 2015factForm ADV
← SAMUEL PETER VARANOAdvisorregistration: previous registration
Apr 12, 2010 to Nov 7, 2011factForm ADV

Owns (11)

← TALBERT, CHARLES, LANEYOwnerMEMBER, ownership code NA, individual
Nov 21, 2013 to Mar 5, 2024factForm ADV
← WAY, WESLEY, ALLENOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← LEAHEY, JOHN, JOSEPHOwnerMEMBER, DIRECTOR, ownership code A, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← FITZSIMMONS, THOMAS, EDWARDOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← CREECH,JR, BOBBY, RYONOwnerMEMBER, DIRECTOR, ownership code A, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← WROBEL, ANTHONY, CHESTEROwnerMEMBER, ownership code A, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← HOLLADAY, STEPHEN, MYERSOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← ROZIER, JAMES, ELWYNOwnerMEMBER, ownership code NA, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← ADKINS, ELLEN, KYLE HELMOwnerMEMBER, ownership code A, individual
Mar 30, 2012 to Mar 5, 2024factForm ADV
← JONES, DANA, MCCUTCHEONOwnerCCO/COO, ownership code NA, individual
Aug 3, 2017 to Mar 5, 2024factForm ADV
← TILTON, ROBERT, MARIONOwnerMEMBER, ownership code A, individual
Jan 30, 2015 to Mar 5, 2024factForm ADV

Controls (1)

← FISHER, AMY, MARIEOwnerMANAGING MEMBER, DIRECTOR, ownership code A, individual
Mar 5, 2014 to Mar 5, 2024factForm ADV

Dated events

Occurred
Jun 7, 2024
Advisor changed firm
Marion Stephenson Fowler left Websterrogers Financial Advisors, Llc for Fowler Wealth Management (registered 2024-07-23)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2023
Regulatory AUM changed
Websterrogers Financial Advisors, Llc reported RAUM $303.2M, down 57% from $698.1M (2022-03-22 to 2023-03-24)
Form ADVobserved 6 days ago
$-395M
Occurred
Mar 22, 2021
Regulatory AUM changed
Websterrogers Financial Advisors, Llc reported RAUM $618.3M, up 197% from $208.1M (2020-05-18 to 2021-03-22)
Form ADVobserved 6 days ago
$410M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c6e6731-435c-0644-12c3-66ece11de5dc
First observed: Mar 30, 2012
Last observed: Mar 6, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WEBSTERROGERS FINANCIAL ADVISORS, LLC

CRD 121006

FLORENCE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c6e6731-435c-0644-12c3-66ece11de5dc

Data as of Mar 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AMY MARIE FISHER

Certified Financial Planner

FLORENCE, SC

n/a

JESSICA RENEE HARRINGTON

n/a

FLORENCE, SC

n/a

ALEXANDER NOEL RASMUSSEN

Chartered Financial Analyst

FLORENCE, SC

WILLIAM DANIEL HARDAWAY

Certified Financial Planner|Personal Financial Specialist

FLORENCE, SC

n/a

DRAKE LEMOND WRIGHT

n/a

FLORENCE, SC

n/a

Carson David Strom

Chartered Financial Analyst

FLORENCE, SC | GREENVILLE, SC

n/a

William Glass Miles

n/a

FLORENCE, SC | Columbia, SC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FISHER, AMY, MARIE

MANAGING MEMBER, DIRECTOR

yes

01/2014

Mar 5, 2014

Mar 5, 2024

ADKINS, ELLEN, KYLE HELM

Member

01/2009

Mar 30, 2012

Mar 5, 2024

CREECH,JR, BOBBY, RYON

MEMBER, DIRECTOR

01/2000

Mar 30, 2012

Mar 5, 2024

FITZSIMMONS, THOMAS, EDWARD

Member

01/2001

Mar 30, 2012

Mar 5, 2024

HOLLADAY, STEPHEN, MYERS

Member

01/2000

Mar 30, 2012

Mar 5, 2024

JONES, DANA, MCCUTCHEON

CCO/COO

08/2017

Aug 3, 2017

Mar 5, 2024

LEAHEY, JOHN, JOSEPH

MEMBER, DIRECTOR

01/2004

Mar 30, 2012

Mar 5, 2024

ROZIER, JAMES, ELWYN

Member

01/1999

Mar 30, 2012

Mar 5, 2024

TALBERT, CHARLES, LANEY

Member

07/2013

Nov 21, 2013

Mar 5, 2024

TILTON, ROBERT, MARION

Member

01/2015

Jan 30, 2015

Mar 5, 2024

WAY, WESLEY, ALLEN

Member

01/1999

Mar 30, 2012

Mar 5, 2024

WROBEL, ANTHONY, CHESTER

Member

01/1999

Mar 30, 2012

Mar 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEBSTERROGERS LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Charleston

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$461M

$460M

n/a

2024

Apr 21, 2025

$372M

n/a

2023

Mar 5, 2024

$346M

n/a

2022

Mar 24, 2023

$303M

n/a

2021

Mar 16, 2022

$698M

n/a

2020

Mar 22, 2021

$618M

n/a

2019

Mar 25, 2020

$208M

n/a

2018

Mar 28, 2019

$208M

n/a

2017

Mar 23, 2018

$192M

n/a

2016

Mar 28, 2017

$174M

n/a

2015

Mar 28, 2016

$233M

$176M

n/a

2014

Mar 24, 2015

$277M

$219M

n/a

2013

Mar 5, 2014

$163M

n/a

2012

Mar 20, 2013

$166M

n/a

2011

Mar 30, 2012

$156M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$461M

$372M

23.8%

$303M

15.0%