| As of Date | 02/18/2026 |
| Registration | SEC, Approved, 11/02/2015 |
| ADV Location | GREENWOOD, SC, United States |
| Contact Info | 864 xxxxxxx |
| Websites |
| AUM* | 499,428,850 22% |
| of that, discretionary | 499,428,850 22% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 665,905 24% |
| % High Net Worth | 38.06% -10% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser WILLNER & HELLER LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM193.1m | #Funds- | |
| Adviser GRUNDEN FINANCIAL ADVISORY, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM434.7m | #Funds- | |
| Adviser THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM331.6m | #Funds- | |
| Adviser OROGRAPHIC FINANCIAL ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM207.7m | #Funds- | |
| Adviser GREENWOOD GEARHART, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund6.7m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund1.0m | Total Private Fund GAV7.7m | AUM2.0b | #Funds3 | |
| Adviser CW ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund10.8m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund17.8m | Total Private Fund GAV28.6m | AUM15.2b | #Funds4 | |
| Adviser MODUS ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM601.1m | #Funds- | |
| Adviser GRANDVIEW DELIGHT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM516.8m | #Funds- | |
| Adviser CANVAS WEALTH ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund267.0m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV267.0m | AUM929.2m | #Funds7 | |
| Adviser S.F. EHRLICH ASSOCIATES, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM185.8m | #Funds- |