DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Radcliff Lowery

The Strategic Financial AllianceBD affiliatedMyrtle Beach, Sc dual registrantIAPD 5141483

Certified Financial Planner · Personal Financial Specialist · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Rad Lowery

At current firm

12 y

since Jul 23, 2014

In the industry

19 y

since Feb 3, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFA, CFP, PFS, CPAreportedcarolinawa.comas printed on the bio page, Sep 16, 2026
Direct business phone: 843-448-4425reportedcarolinawa.comfirm site, Sep 15, 2026
Professional profile: CAROLINAWA.COM/meet-lowery.phpreportedcarolinawa.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Carolina Wealth Advisors independent RIA current
since Sep 22, 2017 · Myrtle Beach, Sc
The Strategic Financial Alliance BD affiliated current
since Jul 23, 2014 · Myrtle Beach, Sc
Coastal Capital Advisors, LLC unclassified
Mar 26, 2013 to Aug 1, 2014 · Myrtle Beach, Sc
Ameritrust Investment Advisors, LLC unclassified
Mar 19, 2009 to Mar 25, 2013 · Myrtle Beach, Sc
Aventura Capital Management, LLC independent RIA
Jan 22, 2009 to Mar 11, 2009 · Boca Raton, Fl

Moves

a registration end followed by a registration begin elsewhere

Coastal Capital Advisors, LLC to The Strategic Financial Alliance
left Aug 1, 2014, registered Jul 23, 2014 (-9 days) · Other
Ameritrust Investment Advisors, LLC to Coastal Capital Advisors, LLC
left Mar 25, 2013, registered Mar 26, 2013 (1 days) · Other
Aventura Capital Management, LLC to Ameritrust Investment Advisors, LLC
left Mar 11, 2009, registered Mar 19, 2009 (8 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address