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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS, LLC, CRD 299181

GREENVILLE, 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:9ca5324e-70fc-7c2c-a155-471b35dd0e48

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 1
Observed: Oct 29, 2018 to Mar 24, 2026
22 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Match Grade Advisors

Investment consultant · shared crd

Facts

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

Firm class: mixed wealth managerderivedprivate_client_share=0.37 fund_share=0.0 institutional_share=0.63 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $479MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $302M
Private client RAUM: $177MderivedItem 5.D individuals plus high net worth individuals
Private client share: 37%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $79.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 372
Individual clients: 215
High net worth clients: 73
SEC number: 801-114348
CRD: 299181
Filings on the tape: 22
First filed: Oct 29, 2018
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, SC

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
RAY WILLIAM WELCH	n/a	Greenviile, SC	7	24	2	no
SUSAN M WRIGHT	n/a	Port Saint Joe, FL	5	13	2	no
Eric Marcus Elkins	n/a	Greenville, SC	5	23	3	yes
JAMES CARSON VAUGHAN	n/a	Greenviile, SC	1	24	2	no
ROBERT JAMES EDWARDS	n/a	GREENVILLE, SC	1	47	1	no
Chace M Cooper	n/a	Mount Pleasant, SC \| GREENVILLE, SC	1	12	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
RETIREMENT FUNDING ADVISORS, LLC	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	yes	09/2018	Oct 29, 2018	Mar 20, 2024
VAUGHAN, JAMES, CARSON	100% OWNER, MANAGING MEMBER	E	yes	01/2009	Oct 29, 2018	Mar 20, 2024
VAUGHAN, JAMES, CARSON	CHIEF COMPLIANCE OFFICER	Na	yes	09/2018	Oct 29, 2018	Mar 20, 2024
WELCH BENEFIT GROUP	50% OWNER OF MATCH GRADE ADVISORS, LLC	D	yes	09/2018	Oct 29, 2018	Mar 20, 2024
WELCH, RAY, WILLIAM	100% OWNER	D	yes	01/2007	Oct 29, 2018	Mar 20, 2024
WELCH, RAY, WILLIAM	CO-MANAGING MEMBER	Na	yes	09/2018	Oct 29, 2018	Mar 20, 2024

Offices

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

City	State	Country	Employees	Also broker-dealer
MT. PLEASANT	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$479M	$302M	8	4	1	n/a	n/a
2024	Mar 12, 2025	$361M	$361M	5	5	1	n/a	n/a
2023	Mar 20, 2024	$279M	$256M	5	5	1	n/a	n/a
2022	Mar 28, 2023	$215M	$198M	5	5	1	n/a	n/a
2021	Mar 31, 2022	$223M	$176M	5	5	1	n/a	n/a
2020	Mar 31, 2021	$177M	$121M	2	2	0	n/a	n/a
2019	May 12, 2020	$145M	$30.7M	2	2	0	n/a	n/a
2018	Jan 31, 2019	$140M	$33.0M	2	2	1	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	2	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	$479M	$361M	32.8%	$215M	30.7%	8	5	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RETIREMENT FUNDING ADVISORS, LLC	2	Dec 31, 2018	Jan 2, 2025	GREENVILLE, SC	Team lift out	Other	100.0%

Relationships

Registered with (7)

← Chace M CooperAdvisorregistration: current employment
May 16, 2025 to presentfactForm ADV
← ROBERT JAMES EDWARDSAdvisorregistration: current employment
Jan 6, 2025 to presentfactForm ADV
← JAMES CARSON VAUGHANAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Eric Marcus ElkinsAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← SUSAN M WRIGHTAdvisorregistration: current employment
Jan 4, 2021 to presentfactForm ADV
← RAY WILLIAM WELCHAdvisorregistration: current employment
Dec 14, 2018 to presentfactForm ADV
← Jackson Creech MorrisseyAdvisorregistration: previous registration
Jul 11, 2022 to Jan 5, 2024factForm ADV

Controls (4)

← RETIREMENT FUNDING ADVISORS, LLCOwner50% OWNER OF MATCH GRADE ADVISORS, LLC, ownership code D, domestic entity
Oct 29, 2018 to Mar 20, 2024factForm ADV
← WELCH, RAY, WILLIAMOwner100% OWNER, ownership code D, individual
Oct 29, 2018 to Mar 20, 2024factForm ADV
← VAUGHAN, JAMES, CARSONOwner100% OWNER, MANAGING MEMBER, ownership code E, individual
Oct 29, 2018 to Mar 20, 2024factForm ADV
← WELCH BENEFIT GROUPOwner50% OWNER OF MATCH GRADE ADVISORS, LLC, ownership code D, domestic entity
Oct 29, 2018 to Mar 20, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Match Grade Advisors reported RAUM $479.4M, up 33% from $361.0M (2025-03-12 to 2026-03-24)
Form ADVobserved 6 days ago
$118M
Occurred
Jan 5, 2024
Advisor changed firm
Jackson Creech Morrissey left Match Grade Advisors for Foster Victor (registered 2024-01-08)
Form ADVobserved 6 days ago
Occurred
Oct 29, 2018
First Form ADV filing
Match Grade Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9ca5324e-70fc-7c2c-a155-471b35dd0e48
First observed: Oct 29, 2018
Last observed: Mar 24, 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.

MATCH GRADE ADVISORS

MATCH GRADE ADVISORS, LLC, CRD 299181

GREENVILLE, 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:9ca5324e-70fc-7c2c-a155-471b35dd0e48

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:43 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RAY WILLIAM WELCH

n/a

Greenviile, SC

SUSAN M WRIGHT

n/a

Port Saint Joe, FL

Eric Marcus Elkins

n/a

Greenville, SC

yes

JAMES CARSON VAUGHAN

n/a

Greenviile, SC

ROBERT JAMES EDWARDS

n/a

GREENVILLE, SC

Chace M Cooper

n/a

Mount Pleasant, SC | GREENVILLE, SC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RETIREMENT FUNDING ADVISORS, LLC

50% OWNER OF MATCH GRADE ADVISORS, LLC

yes

09/2018

Oct 29, 2018

Mar 20, 2024

VAUGHAN, JAMES, CARSON

100% OWNER, MANAGING MEMBER

yes

01/2009

Oct 29, 2018

Mar 20, 2024

VAUGHAN, JAMES, CARSON

CHIEF COMPLIANCE OFFICER

yes

09/2018

Oct 29, 2018

Mar 20, 2024

WELCH BENEFIT GROUP

50% OWNER OF MATCH GRADE ADVISORS, LLC

yes

09/2018

Oct 29, 2018

Mar 20, 2024

WELCH, RAY, WILLIAM

100% OWNER

yes

01/2007

Oct 29, 2018

Mar 20, 2024

WELCH, RAY, WILLIAM

CO-MANAGING MEMBER

yes

09/2018

Oct 29, 2018

Mar 20, 2024

City

State

Country

Employees

Also broker-dealer

MT. PLEASANT

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$479M

$302M

n/a

2024

Mar 12, 2025

$361M

n/a

2023

Mar 20, 2024

$279M

$256M

n/a

2022

Mar 28, 2023

$215M

$198M

n/a

2021

Mar 31, 2022

$223M

$176M

n/a

2020

Mar 31, 2021

$177M

$121M

n/a

2019

May 12, 2020

$145M

$30.7M

n/a

2018

Jan 31, 2019

$140M

$33.0M

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

$479M

$361M

32.8%

$215M

30.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RETIREMENT FUNDING ADVISORS, LLC

Dec 31, 2018

Jan 2, 2025

GREENVILLE, SC

Team lift out

Other

100.0%