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| Uwharrie Investment Advisors Inc
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|---|---|
| CRD # | 117592 |
| SEC # | 801-63767 |
| CIK # | |
| AUM | 337.8 M (2026-03-30) |
| Employees | 14 (86% Investors, 100% Brokers) |
| Phone | 704-983-5959 |
| Address | 132 North First Street Albemarle, NC 28001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Uwharrie Loan Pool I LLC | 2012-03-28 | 2.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 609 | 137.4 |
| (b) Individuals (high net worth individuals) | 228 | 152.4 |
| (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 | 0 | 3.3 |
| (h) Charitable organizations | 27 | 30.7 |
| (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 | 11 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 877 | 337.8 |
| By Discretionary | ||
| Discretionary | 877 | 337.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 877 | 337.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 337.8 | |
| Total | 877 | 337.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Fund Types | Private Equity |
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