FOUNDED IN 2004
We are one of the oldest independent registered investment advisory (RIA) firms in the Charleston area.
“As a trusted financial partner and advocate for my clients, my mission is to ensure that current and future generations grow, flourish, and achieve their life goals.” – Chris Osborne, Senior Wealth Manager
Our team brings deep knowledge and experience to our clients and the low-country community.
We are supported by the power and resources of innovative specialty firms, which enable us to continually research, analyze, and select what we believe to be the best of breed solutions, with no conflicts of interest to help clients succeed.
We also identify where our clients need expertise and can assemble an extensive network of independent service providers in the fields of accounting, law, and insurance.
Our seasoned team of wealth managers are accomplished leaders and experienced portfolio managers committed to helping our clients reach their financial goals today and in the years to come.
Andrew joined Family Asset Management in 2008. He brings a wealth of investment experience to clients having been a participant in global markets earlier in his career.
Andrew received a M.A. in economics from New York University and an A.B in history with Honors from Hamilton College. He served as a Managing Director at Salomon Inc. and a Vice President at Citibank, N.A. He has also been an active private investor.
Andrew is a member of The Board of Directors of the Medical University of South Carolina and has been a member of its Investment Committee since 2012. He also serves as Vice President and Director of Spoleto Festival USA and is Chairman of its Investment Committee.
Dan Russler co-founded Family Asset Management in 2004. With several decades of investment experience Dan has held portfolio management, capital markets and sales and trading positions at national and international financial firms.
Dan received an M.B.A. from the Owen Graduate School of Management at Vanderbilt University and a B.A. in English and Political Science from the University of North Carolina.
Dan currently serves as the Vice Chairman of Cusabo Nation Lacrosse, which helps disadvantaged youth build life skills. He is a member of the Saint Phillips Church finance committee and a Roper St. Francis Foundation Fellow.
Dan Russler co-founded Family Asset Management in 2004. With several decades of investment experience Dan has held portfolio management, capital markets and sales and trading positions at national and international financial firms.
Dan received an M.B.A. from the Owen Graduate School of Management at Vanderbilt University and a B.A. in English and Political Science from the University of North Carolina.
Dan currently serves as the Vice Chairman of Cusabo Nation Lacrosse, which helps disadvantaged youth build life skills. He is a member of the Saint Phillips Church finance committee and a Roper St. Francis Foundation Fellow.
Chris joined Family Asset Management in 2011. In addition to his equity market experience, Chris’ experience in alternative investment strategies has been an integral part in building Family Asset Management’s wealth management practice.
Chris received a B.S. from University of South at Sewanee. Chris was with Bank of America Specialists where he was a trader on the New York Stock Exchange and was the head trader and a portfolio manager for Solaris Capital, a long short equity hedge fund.
Chris serves as President of the Porter Gaud Alumni Association Board, as a member of the Porter Gaud Investment Committee and sits on the Board of the Foundation. He is also a coach with the City of Charleston’s youth sports program.
Belk joined Family Asset Management in 2018 after serving clients as a Financial Advisor since 1995 while at Smith Barney and Raymond James.
Belk received his MBA from the University of North Carolina and an MA in Human Resources Management (with honors) from Pepperdine University while serving as an officer in the US Navy. He has a BA in History and a BS in Industrial Relations from the University of North Carolina.
He is a former member of the Belk Department Store board of directors and serves on the investment committee at Chatham Hall School where he was a former trustee. He has also served on the board of Woodberry Forest School, Charleston Stage Company, the Cougar Club, the Men’s Christian Conference and the Board of Visitors at the University of North Carolina.
Belk joined Family Asset Management in 2018 after serving clients as a Financial Advisor since 1995 while at Smith Barney and Raymond James.
Belk received his MBA from the University of North Carolina and an MA in Human Resources Management (with honors) from Pepperdine University while serving as an officer in the US Navy. He has a BA in History and a BS in Industrial Relations from the University of North Carolina.
He is a former member of the Belk Department Store board of directors and serves on the investment committee at Chatham Hall School where he was a former trustee. He has also served on the board of Woodberry Forest School, Charleston Stage Company, the Cougar Club, the Men’s Christian Conference and the Board of Visitors at the University of North Carolina.
Briggs joined the firm in 2017 and has extensive experience working with business owners to develop and manage retirement plan programs for their employees.
Briggs received a B.A. from The College of Charleston in Business Administration and Economics. Prior to joining Family Asset Management, he was the Managing Director & Partner at (k) Street Advisors and was a Retirement Plan Officer at South State Bank. He has passed CFA Level 1.
Briggs serves as a board member to the Kiwanis Club of Charleston. He also serves as the Legislative Chair and board member for the Palmetto Society of Human Resource Management.
Kim has served Family Asset Management’s clients since its inception. Prior to joining FAM, Kim was a financial manager for several high net worth families and the manager of a leading Charleston art gallery.
Kim received a B.A. from the College of Charleston and volunteered with the Girl Scouts of Eastern South Carolina, serving as both a troop leader and a past Co-Chair of Product Sales.
Kim has served Family Asset Management’s clients since its inception. Prior to joining FAM, Kim was a financial manager for several high net worth families and the manager of a leading Charleston art gallery.
Kim received a B.A. from the College of Charleston and volunteered with the Girl Scouts of Eastern South Carolina, serving as both a troop leader and a past Co-Chair of Product Sales.
EMAIL US
ADDRESS
25 Society Street
Charleston, SC 29401
PHONE
(843) 723.2994 main
(843) 724.7049 fax
KEEP IN TOUCH
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.