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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hollingsworth Avent Averre & Purvis PA
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| CRD # | 118943 |
| SEC # | 801-113444 |
| CIK # | |
| AUM | $154.5 M (2025-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 919-848-4100 |
| Address | 300 W Millbrook Road Raleigh, NC 27609 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 26.6 |
| (b) Individuals (high net worth individuals) | 49 | 123.0 |
| (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 | 4.1 |
| (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 | 153 | 154.5 |
| By Discretionary | ||
| Discretionary | 153 | 154.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 153 | 154.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.5 | |
| Total | 153 | 154.5 |
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|---|---|---|
|
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Marathon Mission Inc
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|
Alvin Clay Financial Advisors LLC
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|
Kennon-Green & Company LLC
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OH | 0.2 |
|
Advocate Investing Services LLC
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|
MD | 0.2 |
|
TFG Financial Advisors LLC
✚
|
FL | 0.2 |
|
Three Sixty Wealth Management LLC
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|
IL | 0.2 |
|
Yandell Investments LLC
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|
FL | 0.2 |
|
Hinchley Advisory Group LLC
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|
CO | 0.2 |