Blue Granite Capital, LLC: new SEC registration, $109M AUM, Charleston, SC
Blue Granite Capital, LLC (Charleston, South Carolina): new SEC registration, $109M AUM, Charleston, SC. Its amount of 109 is below the median of 134 (22nd percentile). Dated 204 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 109 · 22th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 13 related SC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Blue Granite Capital, LLC |
| Legal name | Blue Granite Capital, LLC |
| CRD | 125607 |
| Status | Approved |
| Registered with the SEC | 2026-04-14 |
| Latest Form ADV filing | 2026-09-09 |
| Location | Charleston, SC, United States |
| Regulatory AUM | $108,773,163 |
| Accounts | 89 |
| Employees | 3 |
| Website | HTTP://WWW.BLUEGRANITECAPITAL.COM |
| amount percentile | 22th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (14 SC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-14
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (SC first): Wealth Intelligently Navigated, LLC · Coastline Complete Wealth LLC · J. Freeman & Associates · Dba Big Money Retirement And Big Retirement · Tidal Creek Capital Advisors · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Blue Granite Capital, LLC and 14 South Carolina peers
- South Carolina NewRiaPulse records like this one: 14
- Blue Granite Capital, LLC's amount: 22nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every South Carolina peer: $2,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $109M under management.
- Website on file.
What is the NewRiaPulse record for Blue Granite Capital, LLC in Charleston, South Carolina?
Blue Granite Capital, LLC received SEC registration as an investment adviser (2026-04-14) with $108,773,163 in regulatory assets under management, based in Charleston, SC.
How does Blue Granite Capital, LLC compare to other South Carolina NewRiaPulse records?
Its amount of 109 is below the median (22th percentile); smaller records often move faster and face less competition. It is 204 days old; check the official source for later updates before acting.
Blue Granite Capital, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Blue Granite Capital, LLC | Charleston, SC | 109 | 22nd | 2026-04-14 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in South Carolina NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.