Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
BARINGS LLC 300 S. Tryon Street,
Suite 2500 Charlotte, NC 28202 |
106006 |
$307,360,918,170 |
329 |
A percentage of AUM Fixed fees Performance Based |
WEDGE CAPITAL MANAGEMENT LLP 301 South College Street,
#3800 Charlotte, NC 28202-6002 |
106234 |
$10,186,000,000 |
263 |
A percentage of AUM |
CAPITAL INVESTMENT COUNSEL INC 100 E. Six Forks Road, Ste. 200,
Raleigh, NC 27609 |
104591 |
$588,793,340 |
926 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
SHAH CAPITAL MANAGEMENT 8601 Six Forks Road,
Suite 630 Raleigh, NC 27615 |
133941 |
$466,109,220 |
93 |
A percentage of AUM Performance Based |
PHYSICIANS FINANCIAL SERVICES, INC. 100 E. Six Forks Road,
Suite 200 Raleigh, NC 27609 |
118519 |
$364,676,874 |
501 |
A percentage of AUM Hourly charges Fixed fees |
ALTAMONT CAPITAL MANAGEMENT 100 Coxe Avenue,
Asheville, NC 28801 |
118979 |
$235,368,426 |
342 |
A percentage of AUM Hourly charges |
UWHARRIE INVESTMENT ADVISORS, INC. 132 North First Street,
Albemarle, NC 28001 |
117592 |
$215,658,728 |
701 |
A percentage of AUM Fixed fees |
WESTHAMPTON CAPITAL 2150 Country Club Rd,
Suite 250 Winston-Salem, NC 27104 |
119176 |
$191,890,498 |
239 |
A percentage of AUM |
TRENT CAPITAL MANAGEMENT INC 3150 North Elm St,Ste 204,
Greensboro, NC 27408 |
107344 |
$191,008,803 |
290 |
A percentage of AUM Performance Based |
COPLEY INVESTMENT MANAGEMENT, LLC 2328 Lynnwood Drive,
Wilmington, NC 28403 |
118014 |
$181,941,701 |
710 |
A percentage of AUM Hourly charges Fixed fees |
INVESTOR ADVISORY GROUP 421 South Sharon Amity Road,
Suite A Charlotte, NC 28211 |
106837 |
$154,544,746 |
426 |
A percentage of AUM Hourly charges Fixed fees |
KENSINGTON FINANCIAL GROUP, INC. 326 South Main Street,
Winston-Salem, NC 27101 |
127658 |
$143,582,344 |
419 |
A percentage of AUM |
DREHER FINANCIAL PARTNERS 275 Se Broad Street,
Southern Pines, NC 28387 |
104537 |
$119,226,742 |
487 |
A percentage of AUM |
INTERCAROLINA FINANCIAL SERVICES, INC. 3300 Battleground Avenue,
Suite 400 Greensboro, NC 27410 |
19475 |
$112,267,206 |
236 |
A percentage of AUM Fixed fees |
TRICAPITAL WEALTH MANAGEMENT, INC. Three South Executive Park,
6115 Park South Drive, Suite 330 Charlotte, NC 28210 |
118788 |
$101,274,994 |
183 |
A percentage of AUM Hourly charges Commision Based |