Palmetto Advisory

Overview

Palmetto Advisory is a state registered investment adviser based in Charleston, SC, registered since 2010. It has 4 investment adviser representatives.

Employees

5

Advisory reps

4

Registered since

2010

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Other Advisory Services

Fee structure

Other Fees

Executive officers 2 of 2

• Derrick M Grava President, Chief Executive Officer, Chief Compliance Officer CRD 1518760
• Joan Kraft Grava Operations Manager CRD 5663507

Advisory reps 3 of 4

• Christopher Cunningham Abbott Registered Rep · Investment Adviser Rep CRD 721040
• Derrick M Grava Registered Rep · Investment Adviser Rep CRD 1518760
• John Howard Lauderdale Registered Rep · Investment Adviser Rep CRD 2165547

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

460 King St Ste 200 # 1021
Charleston, SC 29403

County

Charleston

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• State registered
• Registered in 8 jurisdictions
• Website: palmettoadvisorygroup.com

Every state, with registration dates

Similar firms near Charleston

• Greystar Investment Group, LLCCharleston, SC$36.5B AUM
• Performa Limited (US), LLCCharleston, SC$4.5B AUM
• Permcap Investment OfficeCharleston, SC$4B AUM
• Tandem Investment Advisors IncCharleston, SC$3.5B AUM
• Liberty Hall Capital Partners, L.P.Charleston, SC$1.1B AUM