Overview
Assets Under Management: $148 million
Headquarters: SOUTHERN PINES, NC
High-Net-Worth Clients: 36
Average Client Assets: $2.6 million
Frequently Asked Questions
DREHER FINANCIAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104537), DREHER FINANCIAL PARTNERS is subject to fiduciary duty under federal law.
DREHER FINANCIAL PARTNERS is headquartered in SOUTHERN PINES, NC.
DREHER FINANCIAL PARTNERS serves 36 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, DREHER FINANCIAL PARTNERS offers financial planning and portfolio management for individuals. View all service details ↓
DREHER FINANCIAL PARTNERS manages $148 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, DREHER FINANCIAL PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.58%
Average Client Assets: $2.6 million
Total Client Accounts: 496
Discretionary Accounts: 496
Regulatory Filings
CRD Number: 104537
Filing ID: 2053349
Last Filing Date: 2026-02-13 16:00:06