Overview
Assets Under Management: $138 million
Headquarters: CHAPEL HILL, NC
High-Net-Worth Clients: 57
Average Client Assets: $1.7 million
Frequently Asked Questions
TARHEEL ADVISORS, LLC 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 #149308), TARHEEL ADVISORS, LLC is subject to fiduciary duty under federal law.
TARHEEL ADVISORS, LLC is headquartered in CHAPEL HILL, NC.
TARHEEL ADVISORS, LLC serves 57 high-net-worth clients according to their SEC filing dated January 28, 2026. View client details ↓
According to their SEC Form ADV, TARHEEL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
TARHEEL ADVISORS, LLC manages $138 million in client assets according to their SEC filing dated January 28, 2026.
According to their SEC Form ADV, TARHEEL ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.39%
Average Client Assets: $1.7 million
Total Client Accounts: 389
Discretionary Accounts: 380
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 149308
Filing ID: 2044979
Last Filing Date: 2026-01-28 11:06:49