Match Grade Advisors

Overview

Match Grade Advisors is an SEC registered investment adviser based in Greenville, SC, registered since 2018. It reports $479M in assets under management across 372 accounts, with 8 employees. It has 6 investment adviser representatives.

Reported AUM

$479M

Discretionary

63%

Accounts

372

Average account

$1.3M

Employees

8

Advisory reps

6

Registered since

2018

Jurisdictions

5

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Ray William Welch III Co Managing Member CRD 2734032
• James Carson Vaughan Chief Compliance Officer CRD 5323217

Advisory reps 3 of 6

• Chace M Cooper Insurance Agent · Investment Adviser Rep CRD 7816735
• Robert James Edwards Investment Adviser Rep CRD 7222825
• Eric M Elkins Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4734276

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

400 Pettigru St
Greenville, SC 29601

County

Greenville

Metro area

Greenville-Anderson, SC

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: matchgradeadvisors.com

Every state, with registration dates

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