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Elliott Davis Investment Advisory Services, LLC (Greenville)


Elliott Davis Investment Advisory Services, LLC is a large advisory firm based in Greenville. It manages $262.17 million of regulatory assets for 645 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Colorado, Florida, and 7 other states.




Elliott Davis Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Elliott Davis Investment Advisory Services: assets under management

The assets under management (AUM) of Elliott Davis Investment Advisory Services, LLC is $262.17 million. The firm's AUM has grown by 634% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $208.21 million in discretionary accounts and $53.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $352.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $981.17 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Elliott Davis Investment Advisory Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 8 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Elliott Davis Parent company 1 Feb 2000 75% - 100% 57-0381582
Inc. Centillion Partners Indirect owner 1 Oct 2008 25% - 50% 20-4652883
Llc Jesell Indirect owner 1 Oct 2008 Other 26-3278307
Llc Elliott Davis Indirect owner 1 Oct 2008 25% - 50% 57-0381582
Llc Jsell Indirect owner 1 Oct 2008 Other 26-3278307
Llc Pbag Indirect owner 1 Feb 2013 50% - 75% 45-4694475
Allen Ray Gillespie Member 1 Feb 2013 50% - 75% 2513792
Philip Hamilton Brice Member 1 Feb 2013 50% - 75% 1019504

Based in Greenville

The principal office where Elliott Davis Investment Advisory Services, LLC performs its advisory services is located at 124 Verdae Blvd, Greenville, SC 29607, which is also the mailing address of the firm. An additional office of the firm is in Anderson, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-288-2849 or by fax 864-288-5218. The normal business hours are 9:30am - 4:30 pm on Monday - Friday.


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