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TARHEEL ADVISORS, LLC
CRD 149308 · SEC 801-131916
600 MARKET ST, STE G2, CHAPEL HILL, NC, 27516, United States
Phone
984-271-1993
Fax
984-271-1993
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.8M
Discretionary AUM
$121.6M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $25.9M |
| High net worth individuals | 57 | $97.0M |
| Pension/profit sharing plans | 2 | $14.9M |
| Corporations/business entities | 1 | $41K |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD