SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.
Wilmington, NC
AUM
$75.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
910-763-4113
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NC
213 advisers found
GILDER PARTNERS FOR GROWTH, LLC
Raleigh, NC
AUM
$73.4M
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
919-680-3608
TACKETT WEALTH MANAGEMENT, LLC
Cary, NC
AUM
$66.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
919-650-6393
CENTER PEAK FINANCIAL
Durham, NC
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
9192673567
THE JOURNEYS GROUP, INC.
Winterville, NC
AUM
$63.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(252) 304-1019
YOUR CAPITAL FINANCIAL, LLC
Winston Salem, NC
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
336-448-3623
LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC
Holly Springs, NC
AUM
$59.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
984.225.4044
FREITAG FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
704-887-4934
PROVIDENT WEALTH MANAGEMENT
Burlington, NC
AUM
$53.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
336-584-8884
VINTAGE WEALTH MANAGEMENT GROUP
Charlotte, NC
AUM
$51.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(704) 719-2225
ENCOMPASS ADVISORS, LTD.
Brevard, NC
AUM
$46.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
828-884-8840
PARK WEALTH MANAGEMENT, LLC
Greensboro, NC
AUM
$34.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
336-580-7274
VARIANT PERCEPTION
Charlotte, NC
AUM
$31.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
704-926-1116
E2I FINANCIAL GROUP, LLC
Charlotte, NC
AUM
$31.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
704-957-7629
OPUS FINANCIAL ADVISORS, INC.
Statesville, NC
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
704-872-7671
DARDA FINANCIAL
Winston-Salem, NC
AUM
$29.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 employees
Clients
51-100
Fees
Percentage of AUM; Fixed fees
336-757-1222
INNOVEST STRATEGIES LLC
Raleigh, NC
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
252-600-0250
1618 ADVISORS LLC
Charlotte, NC
AUM
$25.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(704) 885-2320
PARABLA, LLC
Oak Ridge, NC
AUM
$22.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
3368032825
INNOVATION PARTNERS LLC
Charlotte, NC
AUM
$21.7M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
704-708-5461
SPARK ASSET MANAGEMENT GROUP
Statesville, NC
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
704-883-5321
COVENANT INVESTMENT SOLUTIONS L.L.C.
Highlands, NC
AUM
$9.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
828-787-1055
GREY PRIVATE CAPITAL
Charlotte, NC
AUM
$8.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-397-8886