Firm
Catawba River Capital
Lake Wylie, South Carolina
Fee-only
Catawba River Capital at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 257 individual clients, 118 of them high net worth.
- Its average account is about $363,000 (assets it manages divided by its 896 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Lake Wylie, South Carolina |
|---|---|
| Website | catawbarivercapital.com |
| [email protected] | |
| Phone | (803) 831-0911 |
Catawba River Capital fees
Catawba River Capital doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $325 million |
| Individual clients | 139 |
| High-net-worth clients | 118 |
| Accounts managed | 896 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113237) |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 134217 |