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HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
CRD 118943 · SEC 801-113444
300 W. MILLBROOK ROAD, RALEIGH, NC, 27609, United States
Phone
919-848-4100
Fax
919-846-9949
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$177.4M
Discretionary AUM
$177.4M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $31.5M |
| High net worth individuals | 44 | $139.4M |
| Pension/profit sharing plans | 4 | $5.7M |
| Corporations/business entities | 2 | $784K |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD