VERUM PARTNERS LLC
Charlotte, NC
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(980) 771-3999
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NC
386 advisers found
FIRST TRYON ADVISORS
Charlotte, NC
AUM
$1.01B
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
704-926-2453
BLUESKY WEALTH ADVISORS, LLC
New Bern, NC
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
252-633-0107
BLUEPRINT FINANCIAL ADVISORS
Charlotte, NC
AUM
$966.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
28 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
844-200-2568
ATLANTIC PRIVATE WEALTH, LLC
Chapel Hill, NC
AUM
$894.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919-968-2977
TANNIN CAPITAL, LLC
Charlotte, NC
AUM
$824.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
704-552-1082
STRATHMORE CAPITAL ADVISORS
Charlotte, NC
AUM
$805.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
704-364-4241
KUHN ADVISORS, INC.
Durham, NC
AUM
$800.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
919-493-3233
CAROLINA WEALTH MANAGEMENT, INC.
Greenville, NC
AUM
$798.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
252-439-1344
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
Charlotte, NC
AUM
$788.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
336-552-6228
SHAH CAPITAL MANAGEMENT
Raleigh, NC
AUM
$768.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
919-719-6360
CORDGRASS CAPITAL ADVISORS, LLC
Raleigh, NC
AUM
$729.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-800-0705
COLTON GROOME FINANCIAL ADVISORS, LLC
Asheville, NC
AUM
$724.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
828-252-1816
OLD PEAK FINANCE
Chapel Hill, NC
AUM
$714.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
919 459 8181
ABS LEGACY PARTNERS, LLC
Hickory, NC
AUM
$670.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
828-325-0655
ALLEN WEALTH MANAGEMENT, LLC
Boone, NC
AUM
$664.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
828-268-9693
HOLDERNESS INVESTMENTS CO
Greensboro, NC
AUM
$660.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
336-574-1400
TRADEWINDS, LLC
Raleigh, NC
AUM
$659.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
984.257.9091
COLLEGIATE CAPITAL MANAGEMENT, INC.
Raleigh, NC
AUM
$653.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
919-838-0101
1808 CAPITAL PARTNERS
Greensboro, NC
AUM
$644.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-814-9800
WOODWARD FINANCIAL ADVISORS, INC.
Chapel Hill, NC
AUM
$641.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
919-929-2495
PHOENIX WEALTH ADVISORS INC.
Chapel Hill, NC
AUM
$641.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
919-929-4448
HILLTOP WEALTH ADVISORS, LLC
Chapel Hill, NC
AUM
$635.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(919) 401-1500
CAPITAL ADVISERS, INC.
Raleigh, NC
AUM
$620.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
919-865-1930