Dreher Financial Partners
Dreher Financial Partners is an SEC-registered mass-market adviser in Southern Pines, NC with $148.2M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Dreher Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104537, SEC 801-125002, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $148.2M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Southern Pines, NC
- Employees
- 2
- Clients
- 184
- CRD
- 104537
- Ownership
- DREHER, HENRY, SAMUEL; NOW, INC.; VELEVIS, THOMAS, EDWARD; WHITE, MICHAEL, STEPHEN
How much AUM does Dreher Financial Partners have?
Dreher Financial Partners reported $148.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Dreher Financial Partners?
Disclosed owners and executives of Dreher Financial Partners include DREHER, HENRY, SAMUEL, NOW, INC., VELEVIS, THOMAS, EDWARD, WHITE, MICHAEL, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.