Tarheel Advisors, LLC
Tarheel Advisors, LLC is an SEC-registered mass-market adviser in Chapel Hill, NC with $137.8M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Tarheel Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149308, SEC 801-131916, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $137.8M (2026-01-28)
- Firm type
- Mass-Market Adviser
- Location
- Chapel Hill, NC
- Employees
- 2
- Clients
- 141
- CRD
- 149308
- Ownership
- HINSON, WALTER, ARMSTRONG; GLOVER, RYAN, VERNE
How much AUM does Tarheel Advisors, LLC have?
Tarheel Advisors, LLC reported $137.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Tarheel Advisors, LLC?
Disclosed owners and executives of Tarheel Advisors, LLC include HINSON, WALTER, ARMSTRONG, GLOVER, RYAN, VERNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.