Sample: SEC-registered investment advisers in NC
35 registered advisers in NC with a business email on their own website. Below are 10 real rows; the free 25-row CSV has more. Source: SEC Form ADV data (sec.gov), US government work in the public domain. Keencrest is not affiliated with or endorsed by the SEC.
| Firm | City | State | AUM | Staff | Website | |
|---|---|---|---|---|---|---|
| COLTON GROOME FINANCIAL ADVISORS, LLC | ASHEVILLE | NC | $725M | 16 | http://www.coltongroome.com | info@coltongroome.com |
| QHP CAPITAL, L.P. | RALEIGH | NC | $4.6B | 25 | https://www.qhpcapital.com/ | info@qhpcapital.com |
| BLUEPRINT FINANCIAL ADVISORS | CHARLOTTE | NC | $1.4B | 47 | https://komaracap.com | info@komaracap.com |
| FORTRESS PRIVATE LEDGER, LLC | RALEIGH | NC | $584M | 22 | https://myept.com/mydstplan/joegrabar/ | info@myept.com |
| FC CAPITAL MANAGEMENT LLC | CHARLOTTE | NC | $1.6B | 19 | HTTP://WWW.FRONTIERGROWTH.COM | info@frontiergrowth.com |
| TIVERTON ADVISORS, LLC | RALEIGH | NC | $2.1B | 41 | https://tiverton.ag | info@tiverton.ag |
| CAPITALA PRIVATE ADVISORS, LLC | CHARLOTTE | NC | $505M | 16 | HTTPS://WWW.CAPITALAGROUP.COM | info@capitalagroup.com |
| ALLEN WEALTH MANAGEMENT, LLC | BOONE | NC | $664M | 7 | HTTP://WWW.ALLENWEALTHMANAGEMENT.COM | info@allenwealthmanagement.com |
| TRUEBRIDGE CAPITAL PARTNERS | CHAPEL HILL | NC | $11.2B | 43 | HTTP://WWW.TRUEBRIDGECAPITAL.COM | info@truebridgecapital.com |
| VERATIS ADVISORS, INC. | CARY | NC | $6.0B | 8 | HTTPS://WWW.VERATISADVISORS.COM | info@veratisadvisors.com |
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