Asset manager · Greenville, SC
Match Grade Advisors
Match Grade Advisors, LLC · SEC-registered investment adviser · CRD 299181 · SEC 801-114348
At a glance
Match Grade Advisors is an SEC-registered investment adviser based in Greenville, South Carolina, with $479 million in regulatory assets under management as of its Form ADV filed March 24, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 288 individual clients. By Form ADV it is a asset manager, ranked 1,705th of 3,218 asset managers and 8,007th of 17,210 SEC-registered advisers by assets.
Main office 864-250-0661matchgradeadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $479M
- Rank among asset managers
- #1,705 of 3,218
- Rank among all SEC RIAs
- #8,007 of 17,210
- Rank in South Carolina
- #39 of 116
- Individual clients
- 288
- High-net-worth clients
- 73
- Accounts
- 372
- Discretionary
- 63% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- James C. VaughanChief Compliance Officer
- Ray W. WelchCo-Managing Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Match Grade Advisors is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 84 | $302M | 63% |
| High-net-worth individuals | 73 | $109M | 23% |
| Individuals | 215 | $68M | 14% |
Disciplinary disclosures
Match Grade Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗matchgradeadvisors.com ↗
AtlasMembers
The full record on Match Grade Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,004 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Match Grade Advisors manage?
Match Grade Advisors reports $479 million in regulatory assets under management across 372 accounts, 63% of it on a discretionary basis, on its Form ADV filed March 24, 2026.
What kind of firm is Match Grade Advisors?
Match Grade Advisors is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Match Grade Advisors’s clients?
By assets, its largest client types are pension and profit sharing plans ($302 million, 84 clients); high-net-worth individuals ($109 million, 73 clients); individuals ($68 million, 215 clients).
Does Match Grade Advisors have any disciplinary history?
Match Grade Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Match Grade Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →