Uwharrie Investment Advisors, Inc.
Uwharrie Investment Advisors, Inc. is an SEC-registered mass-market adviser in Albemarle, NC with $337.8M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Uwharrie Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117592, SEC 801-63767, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $337.8M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Albemarle, NC
- Employees
- 14
- Clients
- 875
- CRD
- 117592
- Ownership
- STONER, CHRISTY, DAVIS; DICK, ROGER, LEE; GREER, SHERMAN, LEE; OBRIEN, MARTHA, NAN; UWHARRIE CAPITAL CORP
How much AUM does Uwharrie Investment Advisors, Inc. have?
Uwharrie Investment Advisors, Inc. reported $337.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Uwharrie Investment Advisors, Inc.?
Disclosed owners and executives of Uwharrie Investment Advisors, Inc. include STONER, CHRISTY, DAVIS, DICK, ROGER, LEE, GREER, SHERMAN, LEE, OBRIEN, MARTHA, NAN, UWHARRIE CAPITAL CORP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.