|
⚲
|
| Keyboard |
| Old North State Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 148659 |
| SEC # | 801-69690 |
| CIK # | 0002041262 |
| AUM | 452.6 M (2026-03-17) |
| Employees | 6 (100% Investors, 50% Brokers) |
| Phone | 910-509-3800 |
| Address | 1430 Commonwealth Drive, Suite 200 Wilmington, NC 28403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002041262 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.4 | ||
| Corning Inc /NY | 8.6 | ||
| Boeing Co | 8.2 | ||
| Nvidia Corp | 8.2 | ||
| M I Homes Inc | 7.3 | ||
| Amazon Com Inc | 7.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.9 | ||
| Stanley Black & Decker Inc | 6.8 | ||
| LyondellBasell Industries NV | 6.2 | ||
| Energy Transfer Equity LP | 6.0 | ||
| Becton Dickinson & Co | 5.4 | ||
| Biogen IDEC Inc | 5.3 | ||
| Veeva Systems Inc | 5.1 | ||
| Enbridge Inc | 5.0 | ||
| Smurfit Westrock Ltd | 4.4 | ||
| Alphabet Inc | 4.3 | ||
| GE Vernova Inc | 4.3 | ||
| Albemarle Corp | 4.1 | ||
| Adobe Systems Inc | 4.1 | ||
| Medtronic Holdings Ltd | 4.1 | ||
| Paypal Holdings Inc | 4.0 | ||
| Duke Energy Corp | 3.9 | ||
| Ventas Inc | 3.8 | ||
| HJ Heinz Holding Corp | 3.8 | ||
| Microsoft Corp | 3.4 | ||
| Gilead Sciences Inc | 3.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 0.1 |
| (b) Individuals (high net worth individuals) | 111 | 0.3 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 3 | 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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,124 | 0.5 |
| By Discretionary | ||
| Discretionary | 1,054 | 0.4 |
| Non-Discretionary | 70 | 0.0 |
| Total | 1,124 | 0.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.5 | |
| Total | 1,124 | 0.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002041262] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $12.3B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Grove Financial Group Inc
✚
|
NY | 453.6 M |
|
Richmond Investment Services LLC
✚
|
WI | 453.2 M |
|
IMZ Advisory Inc
✚
|
FL | 452.7 M |
|
Nova R Wealth Inc
✚
|
KS | 452.6 M |
|
Certior Financial Group LLC
✚
|
PA | 452.3 M |
|
Pointe Capital Management LLC
✚
|
MI | 452.3 M |
|
Sarver Vrooman Wealth Advisors LLC
✚
|
MO | 452.2 M |
|
RBA Wealth Management LLC
✚
|
CA | 452.1 M |
|
Blackhawk Capital Partners LLC
✚
|
WI | 452.0 M |
|
Virtera Partners LLC
✚
|
OH | 451.8 M |