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.

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.
“I thoroughly enjoy working with families, and their small businesses, in all aspects of their financial matters. My personal mandate is to be a trusted steward in helping them to not only protect, but also to grow their legacy.”  – Dan Russler

EMAIL US

ADDRESS

25 Society Street
Charleston, SC 29401

PHONE

(843) 723.2994  main
(843) 724.7049  fax

KEEP IN TOUCH

Facebook / LinkedIn / Newsletter

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.