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| Tarheel Advisors LLC
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|
|---|---|
| CRD # | 149308 |
| SEC # | 801-131916 |
| CIK # | |
| AUM | $137.8 M (2026-01-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 984-271-1993 |
| Address | 600 Market St Chapel Hill, NC 27516 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($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 |
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|---|---|---|
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Wisdom Wealth Investment Advisors LLC
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|
AZ | 0.1 |
|
Metanoia Financial LLC
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0.1 | |
|
TKC Wealth Management LLC
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TX | 0.1 |
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Ruggiero Investments Inc
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FL | 0.1 |
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21 West Wealth Management LLC
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CA | 0.1 |
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Harger and Company Inc
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LA | 0.1 |
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Wealthkarecom Inc
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PA | 0.1 |
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ELE Advisory Services Inc
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MI | 0.1 |
|
Henderson Financial Group LLC
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VA | 0.1 |
|
St Bernard Financial Services Inc
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AR | 0.1 |