Roadstead Capital Partners is an independent fiduciary advisory firm based in Charleston, SC.
We specialize in financial planning and investment management for individuals and families, and retirement plan consulting for corporate, nonprofit, and public sector plan sponsors.
Our mission is to provide conflict-free, relationship-based advice that empowers clients—whether building personal wealth, running a business, or stewarding a retirement plan. Our team of five experienced advisors—Josh, Jeff, Austin, Fred, and Matthew—proudly serves families and institutions across the Southeast.
What We Do:
⚓️ Financial Planning & Investment Management
We help individuals and families grow and protect wealth through personalized plans and goal-based investment strategies.
⚓️ Cash Management & Wealth Optimization
Custom strategies for budgeting, saving, debt reduction, and tax-efficient investing—bringing clarity to financial decisions.
⚓️ Fiduciary Retirement Plan Consulting
We advise businesses and institutions on 401(k), 403(b), and 457 plans. As fiduciaries, we support plan design, vendor oversight, investments, and participant education.
⚓️ Entrepreneurial & Family Office Advisory
Coordinated, long-term planning for business owners and multigenerational families—from succession to legacy.
Why Clients Choose Roadstead:
⚓️ Independent & Conflict-Free
⚓️ Fiduciaries in Every Relationship
⚓️ Direct Access to Experienced Advisors
⚓️ Scalable, Disciplined Process
⚓️ Education-Focused Engagement
📍 250 Mathis Ferry Rd, Ste 200 | Mt. Pleasant, SC 29464
📞 843-789-4256
📧 info@roadsteadcp.com
🌐 www.roadsteadcp.com (Visit for additional disclosures)
Registered representatives offer securities and advisory services through Osaic Wealth, Inc. member FINRA/SIPC and registered investment advisor. They also offer insurance services through Roadstead Capital Partners, not affiliated with Osaic Wealth, Inc.
For additional disclosures please visit www.roadsteadcp.com
Company Details
- Employees
- 4
- Founded
- -
- Address
- 250 Mathis Ferry Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.roadsteadcp.com
- HQ
- Mount Pleasant, South Carolina
Roadstead Capital Partners Questions
Roadstead Capital Partners's website is http://www.roadsteadcp.com
Roadstead Capital Partners's LinkedIn profile is https://www.linkedin.com/company/roadstead
Roadstead Capital Partners has
4 employees.
View email and phone details for 4
employees at Roadstead Capital Partners.
Roadstead Capital Partners's industry is
Financial Services
Roadstead Capital Partners's top competitors are
Nordic Flow,
Plugout,
Nordic Wave,
Sa Finance & Accounting,
Max Efficient,
Kiawah Island Club,
Harbor One Insurance,
Advanced Labelworx, Inc.,
Southernmed Pediatrics,
Railroad Investment Group.
Roadstead Capital Partners's categories are Financial Services
Roadstead Capital Partners's founding year is 2008
