Diversified Trust Charleston office tops $1 billion in assets

Diversified Trust said its Charleston office has crossed $1 billion in assets under management, four years after opening in 2022. The milestone underscores the wealth manager’s South Carolina expansion and its growing client base across the state.

Why it matters: - The $1 billion mark signals faster-than-expected growth for Diversified Trust’s Charleston office and strengthens the firm’s footprint in South Carolina. - The milestone also reflects continued demand for personalized wealth management and fiduciary advice in the Charleston market.

What happened: - Diversified Trust announced that its Charleston office surpassed $1 billion in assets under management on August 13, 2026. - The Charleston office opened in 2022 and is now the firm’s newest location and fifth office across the Southeast. - The office reached the threshold four years after opening, highlighting the pace of its expansion.

The details: - Diversified Trust describes itself as an independent, employee-owned wealth management firm. - The Charleston team is led by Managing Principal Eric Main. - Diversified Trust oversees nearly $15 billion in client assets firmwide. - The firm says clients at each office benefit from shared resources and expertise across the organization. - Diversified Trust provides investment management, trust and estate administration, and advisory services to individuals, families, and institutions. - The company emphasizes intentional, organic growth and says it expands only where its culture, values, and approach fit. - The firm says its growth in Charleston has been built on trusted relationships with clients and professional partners statewide.

Between the lines: - The milestone suggests Diversified Trust is using Charleston as a growth engine while keeping a long-term, relationship-driven model. - Employee ownership and a centralized pool of expertise may help the firm compete against larger wealth managers while keeping a local-office feel. - The Charleston result also points to South Carolina as an increasingly important market for wealth and trust services.

What's next: - Diversified Trust said it expects to keep growing alongside clients and professional partners across South Carolina. - Michael Gragnani, the firm’s Successor CEO, said the company remains optimistic about future growth. - The firm directed readers to learn more and shared its LinkedIn presence at Diversified Trust on LinkedIn.