Based in Lexington, SC, CFA Society South Carolina operates as a Small Public Charity. The organization reported $52K in revenue, $70K in expenses, $235K in total assets for fiscal year 2025. Imperigo tracks 8 reported grant relationships connected to this organization totaling approximately $322K.
CFA Society South Carolina promotes the highest ethical standards and professional excellence within the local investment community. CFA Society South Carolina is an association of local investment professionals, consisting of portfolio managers, security analysts, investment advisers, and other financial practitioners, that has served CFA charterholders and CFA Program candidates locally for the last 15 years.
Showing up to 5 of 8 total records — full history available with membership.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $52K | $70K | $235K |
| 2024 | $49K | $49K | $255K |
| 2023 | $41K | $25K | $254K |
| 2022 | $57K | $48K | $238K |
| 2021 | $57K | $13K | $229K |
Between 2021 and 2025, reported annual revenue declined from $57K to $52K (-8%), with total assets most recently reported at $235K.
Interactive year-over-year charts and full filing details available with membership.
