Physicians Financial Services, Inc.
Physicians Financial Services, Inc. is an SEC-registered wealth manager in Raleigh, NC with $482.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Physicians Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118519, SEC 801-66583, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $482.3M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 6
- Clients
- 216
- CRD
- 118519
- Ownership
- MCDONALD, CORNELIUS, TRAWICK
How much AUM does Physicians Financial Services, Inc. have?
Physicians Financial Services, Inc. reported $482.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Physicians Financial Services, Inc.?
Disclosed owners and executives of Physicians Financial Services, Inc. include MCDONALD, CORNELIUS, TRAWICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.