Match Grade Advisors, Llc
- Regulatory AUM
- $479M
- Discretionary
- $302M
- Clients
- 372
- Avg AUM / client
- $1.3M
- Accounts
- 372
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 215 | $67.6M | 14.1% |
| High net worth individuals | 73 | $109M | 22.8% |
| Pension and profit sharing plans | 84 | $302M | 63.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Dp Professionals 401(k) Savings Plan Dp Professionals, Inc. | 2024 | |
| Willson, Jones, Carter & Baxley, P.A. 401(k) Plan Willson, Jones, Carter & Baxley, P.A. | 2024 | |
| Allsource Enterprises Llc 401(k) Profit Sharing Plan & Trust Allsource Enterprises Llc | 2024 | |
| Mckissick Dealerships' 401(k) Plan Fairway Ford, Inc. | 2024 | |
| Dodgeland Of Columbia, Inc. Employees 401(k) Plan Dodgeland Of Columbia, Inc. | 2024 | |
| Sunland Logistics Solutions, Inc. 401(k) Salary Reduction Plan & Trust Sunland Logistics Solutions, Inc. | 2024 | |
| Limco Piedmont, Inc. 401(k) Retirement Plan Limco Piedmont, Inc. | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ray William Welch | 100% Owner | Jan 2007 (20y) | ≈ 25% – 56.25% via Welch Benefit Group | |
| James Carson Vaughan | Chief Compliance Officer | Jan 2009 (18y) | ≈ 37.5% – 75% via Retirement Funding Advisors, Llc | |
| Susan M Wright | Registered representative | Jan 2021 (6y) | ||
| Eric Marcus Elkins | Registered representative | May 2021 (5y) | ||
| Robert James Edwards | Registered representative | Jan 2025 (2y) | ||
| Chace M Cooper | Registered representative | May 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Retirement Funding Advisors, Llc | 50% Owner Of Match Grade Advisors, Llc | Sep 2018 | A | 50% – 75% |
| Welch Benefit Group | 50% Owner Of Match Grade Advisors, Llc | Sep 2018 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Ray William Welch: 50% – 75% of Welch Benefit Group × 50% – 75% direct ≈ 25% – 56.25% of the firm
- James Carson Vaughan: 75% – 100% of Retirement Funding Advisors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Dp Professionals 401(k) Savings Plan | Dp Professionals, Inc. | 77 | $3.1M | 01/01/2024 |
| Willson, Jones, Carter & Baxley, P.A. 401(k) Plan | Willson, Jones, Carter & Baxley, P.A. | 163 | $24.4M | 01/01/2024 |
| Allsource Enterprises Llc 401(k) Profit Sharing Plan & Trust | Allsource Enterprises Llc | 217 | $5.9M | 01/01/2024 |
| Mckissick Dealerships' 401(k) Plan | Fairway Ford, Inc. | 197 | $9.9M | 01/01/2024 |
| Dodgeland Of Columbia, Inc. Employees 401(k) Plan | Dodgeland Of Columbia, Inc. | 384 | $12.8M | 01/01/2024 |
| Sunland Logistics Solutions, Inc. 401(k) Salary Reduction Plan & Trust | Sunland Logistics Solutions, Inc. | 310 | $12.1M | 01/01/2024 |
| Limco Piedmont, Inc. 401(k) Retirement Plan | Limco Piedmont, Inc. | 455 | $15.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $177M (37% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗