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| Keyboard |
| Hollingsworth Avent Averre & Purvis PA
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|---|---|
| CRD # | 118943 |
| SEC # | 801-113444 |
| CIK # | |
| AUM | 177.4 M (2026-03-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 919-848-4100 |
| Address | 300 W Millbrook Road Raleigh, NC 27609 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 31.5 |
| (b) Individuals (high net worth individuals) | 44 | 139.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 177.4 |
| By Discretionary | ||
| Discretionary | 152 | 177.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 177.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.4 | |
| Total | 152 | 177.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ACME Jack Investments LLC
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|
178.0 M | |
|
Silicon Private Wealth LLC
✚
|
177.8 M | |
|
Rochester Wealth Strategies LLC
✚
|
MI | 177.8 M |
|
Gasber Financial Advisors Inc
✚
|
CA | 177.7 M |
|
HOFF Brothers LLC
✚
|
WI | 177.5 M |
|
Silverpeak Wealth Advisors LLC
✚
|
CO | 177.4 M |
|
Naviant Partners LLC
✚
|
AL | 177.3 M |
|
Periope LC
✚
|
UT | 177.2 M |
|
Marathon Mission Inc
✚
|
NY | 177.1 M |
|
HTAA LLC
✚
|
IL | 177.0 M |