WELCOME TO
Family Asset Management

We offer a holistic approach to wealth management, combining the intimacy of a lowcountry-based, privately-held firm with access to resources that only an independent advisory firm can provide.

MANAGING THE BUSINESS OF FAMILY SINCE 2004

One of the oldest Independent Registered Investment Advisors in the Charleston area, Family Asset Management has a track record for offering unconflicted financial guidance, privacy and exclusive access to customized services.

WHAT WE DO

SERVICES

We start with your current financial situation and develop a comprehensive Wealth Management Plan to get you on track to reach your goals.

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CONTACT

Let's get started on your personalized financial strategy through our 5 step Wealth Management Process. Contact us today.

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WHO WE ARE

ABOUT US

Family Asset Management's seasoned team of wealth managers are accomplished leaders and experienced portfolio managers.

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WHAT WE DO
GET IN TOUCH
WHO WE ARE
We recognize that our clients’ values are aligned with our own.
We strive to be much more than just an asset management firm. We aim to be a trusted confidant and lifelong advocate for our clients keeping you at a pace with a complex and ever-changing financial marketplace.
“We are invested in preserving our clients’ wealth. This means building customized solutions that we know will build a foundation that will benefit generations to come.”  – Dan Russler

EMAIL US

ADDRESS

25 Society Street
Charleston, SC 29401

PHONE

(843) 723.2994  main
(843) 724.7049  fax

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Family Asset Management, LLC (FAM) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about FAM, including our investment strategies, fees and objectives, is included in the Form ADV Part 2, which is available upon request. 

Family Asset Management is an Investment Advisor registered with the Securities and Exchange Commission.