2026-04-08T08:36:31-05:00 2025-06-30 205788602 Glaser and Company LLC 1859 Summerville Ave Suite 800 Charleston SC 29405 990EZ 2024-07-01 571134283 CFA Society South Carolina CFAS 9173536710 313 Honey Tree Drive Lexington SC 29073 Steve Werber CFA Treasurer 9173536710 2026-04-08 1 1 Erik Glaser CPA P00724565 8438490179 2024 2025-03-06 01:10:19Z X X X www.cfasc.org X X 52335 X 25532 25605 214 984 52335 500 20750 1298 47489 70037 -17702 254866 -2001 235163 X 252866 235163 2000 0 254866 235163 0 0 254866 235163 X 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. Membership We are proud to promote 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 over two decades.CFA Society South Carolina has over 238 members and is a member society with CFA Institute. Our members are part of a global network of more than 190,000 finance and investment professionals in more than 160 countries and territories. Our goal is to make a difference in the future of the profession at local level.Research ChallengeThe CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytic, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a research analyst. 500 68666 68666 Katherine Hollenbeck CFA President 2.00 0 0 0 Cliff Hodge CFA Vice President 2.00 0 0 0 Irina Koch CFA Secretary 2.00 0 0 0 Brian Hussain CFA Treasurer 2.00 0 0 0 Michael Andreason CFA Member at Large 1.50 0 0 0 John Decker CFA Member at Large 1.50 0 0 0 Paul Meeks CFA Member at Large 1.50 0 0 0 Robert Killins CFA Member at Large 1.50 0 0 0 Steve Wickline CFA Member at Large 1.50 0 0 0 Edward Graham CFA Member at Large 1.50 0 0 0 Justin Pinckney CFA Member at Large 1.50 0 0 0 X 0 0 0 0 0 0 0 0 SC Steve Werber PO Box 12612 Charleston SC 29422 9173536710 0 0 0 0 0 0 0 Form 990-EZ, Part I, Line 4 - Other Investment Income Description: Interest Income. Amount: 214. Form 990-EZ, Part I, Line 8 - Other Revenue Description: CFA Brand Funding - Royalties. Amount: 984. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: Research Challenge. Grantee Name: CFA Society Atlanta. Amount Given: 500. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Advertising & Marketing. Amount: 4,604. Description: Annual Meeting. Amount: 29,317. Description: Board Planning Meals. Amount: 313. Description: Luncheon Meeting Expense. Amount: 9,770. Description: Meeting Reimbursements / Mileage. Amount: 2,018. Description: QuickBooks Payments Fees. Amount: 233. Description: Web. Amount: 1,234. Total to Form 990-EZ, line 16: 47,489. Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets Description: Prior Period Adjustment. Amount: -2,001. Form 990-EZ, Part II, Line 24 - Other Assets Description: Accounts Receivable. Beg. of Year Amount: 2,000. End of Year Amount: 0. The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.