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| Keyboard |
| Tarheel Advisors LLC
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|---|---|
| CRD # | 149308 |
| SEC # | 801-131916 |
| CIK # | |
| AUM | 137.8 M (2026-01-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 984-271-1993 |
| Address | 600 Market St Chapel Hill, NC 27516 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 25.9 |
| (b) Individuals (high net worth individuals) | 57 | 97.0 |
| (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 | 2 | 14.9 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 389 | 137.8 |
| By Discretionary | ||
| Discretionary | 380 | 121.6 |
| Non-Discretionary | 9 | 16.2 |
| Total | 389 | 137.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 137.5 | |
| Total | 389 | 137.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wisdom Wealth Investment Advisors LLC
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|
AZ | 138.8 M |
|
Metanoia Financial LLC
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|
138.7 M | |
|
TKC Wealth Management LLC
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TX | 138.6 M |
|
Ruggiero Investments Inc
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|
21 West Wealth Management LLC
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CA | 137.1 M |
|
Harger and Company Inc
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LA | 137.0 M |
|
Wealthkarecom Inc
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PA | 136.7 M |
|
ELE Advisory Services Inc
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|
MI | 136.5 M |
|
Henderson Financial Group LLC
✚
|
VA | 136.4 M |
|
St Bernard Financial Services Inc
✚
|
AR | 136.2 M |