Charles M. Grant

DENBIGH CAPITAL MANAGEMENT

Charleston, SC

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CRD#: 7337540

Professional summary

Charles Martin Grant is a registered financial advisor currently at DENBIGH CAPITAL MANAGEMENT, LLC located in Charleston, South Carolina.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Charles has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Denbigh Capital Ventures, LLC The business is not investment-related as we deal with outsourced bookkeeping and accounting and give no investment advice or make investment decisions. The business is located at 120 S Battery St. Charleston, SC 29401. I am the owner and operator of Denbigh Capital Ventures, LLC. The business was started in December of 2020. Roughly 60 hours per month are devoted to the business and these hours typically happen during securities trading hours. I am responsible for accounting journal entries and monthly analysis of financial statements for small business owners.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Martin Grant's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 3, 2023 - Present

DENBIGH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 312749

Charleston, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(5/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/6/2020

Uniform Investment Adviser Law Examination

Current Firm

DENBIGH CAPITAL MANAGEMENT, LLC

DENBIGH CAPITAL MANAGEMENT, LLC | DENBIGH CAPITAL VENTURES, LLC | DENBIGH CAPITAL PROPERTIES, LLC

CRD#: 312749 / SEC#:

South Carolina

Registered Investment Advisory firm - (5/3/2023 Approved)

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Contact information

Main Address

Charleston, SC

Mailing Address

472 Meeting St Ste C 308, Charleston, SC 29403

Phone number

(832) 420-2920

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Charles M. Grant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Martin Grant's CRS (Customer Relationship Summary).

Certified licenses

Experience

DENBIGH CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/6/2020

Current Firm

DENBIGH CAPITAL MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

DENBIGH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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