Skip to the page
Get started free

Data / Investment advisers / North Carolina / Chapel Hill

Investment advisers in Chapel Hill, NC: 19 firms, $28.4 billion in AUM

19 investment advisers have their main office in Chapel Hill, North Carolina: 17 SEC registered and 2 exempt reporting. The registered advisers report $28.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Truebridge Capital Partners with $11.2 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

Get advisers in Chapel HillGet private fund advisers in Chapel HillWatch new advisers in North Carolina
  • 19Advisers
  • 17SEC registered
  • 2Exempt reporting
  • $28.4 billionTotal AUM
  • 17Advisers over $100 million
  • 8Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Truebridge Capital PartnersChapel Hill$11.24 billion25043102(919) 442-5201truebridgecapital.comadviserinfo.sec.gov
Franklin Street Advisors Inc.Chapel Hill$4.53 billion1,652405(919) 489-2600franklin-street.comadviserinfo.sec.gov
Eton AdvisorsChapel Hill$1.89 billion144115(919) 442-1550focusfinancialpartners.comadviserinfo.sec.gov
Morgan Creek Capital Management, LLCChapel Hill$1.79 billion552933(919) 933-4004morgancreekcap.comadviserinfo.sec.gov
Delegate Advisors, LLCChapel Hill$1.71 billion1,331131(919) 932-8400delegateadvisors.comadviserinfo.sec.gov
Absher Wealth Management, LLCChapel Hill$1.26 billion2,4689Not listed(919) 283-2340absherwealth.comadviserinfo.sec.gov
Hamilton Point Investment Advisors, LLCChapel Hill$1.21 billion88512Not listed(919) 636-3765adviserinfo.sec.gov
Atlantic Private Wealth, LLCChapel Hill$894 million1,3395Not listed(919) 968-2977atlanticpwa.comadviserinfo.sec.gov
Old Peak FinanceChapel Hill$714.1 million67410Not listed(919) 459-8181oldpeakfinance.comadviserinfo.sec.gov
Woodward Financial Advisors, Inc.Chapel Hill$641.5 million1,08410Not listed(919) 929-2495woodwardadvisors.comadviserinfo.sec.gov
Phoenix Wealth Advisors Inc.Chapel Hill$641.4 million1,5938Not listed(919) 929-4448pfinx.comadviserinfo.sec.gov
Hilltop Wealth Advisors, LLCChapel Hill$635.5 million1,96818Not listed(919) 401-1500adviserinfo.sec.gov
Safe Harbor Family Capital, LLCChapel Hill$613.9 million2353Not listed(919) 537-7110adviserinfo.sec.gov
Amphora Wealth Management, LLCChapel Hill$196.2 million6493Not listed(919) 240-6111amphorawealth.comadviserinfo.sec.gov
Frazier Financial Consultants, LLCChapel Hill$196 million3233Not listed(919) 929-6940adviserinfo.sec.gov
Tarheel Advisors, LLCChapel Hill$137.8 million3892Not listed(984) 271-1993adviserinfo.sec.gov
Structural Solutions LLCChapel Hill$133 million833(917) 836-0339adviserinfo.sec.gov
Idea Fund Partners, LLCChapel HillNot listedNot listedNot listed11(919) 869-9391ideafundpartners.comadviserinfo.sec.gov
Lionlight Capital, L.P.Chapel HillNot listedNot listedNot listed2(919) 629-0220lionlightcapital.comadviserinfo.sec.gov

Advisers in Chapel Hill that manage private funds

8 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Truebridge Capital PartnersChapel HillNC102Not listed9210Not listed$13.81 billion$11.24 billionadviserinfo.sec.gov
Morgan Creek Capital Management, LLCChapel HillNC33528Not listedNot listed$1.39 billion$1.79 billionadviserinfo.sec.gov
Idea Fund Partners, LLCChapel HillNC11Not listedNot listed11Not listed$77.4 millionNot listedadviserinfo.sec.gov
Franklin Street Advisors Inc.Chapel HillNC5Not listedNot listedNot listedNot listed$154.3 million$4.53 billionadviserinfo.sec.gov
Eton AdvisorsChapel HillNC55Not listedNot listedNot listed$155.7 million$1.89 billionadviserinfo.sec.gov
Structural Solutions LLCChapel HillNC3Not listed2Not listedNot listed$53 million$133 millionadviserinfo.sec.gov
Lionlight Capital, L.P.Chapel HillNC2Not listed2Not listedNot listed$92.4 millionNot listedadviserinfo.sec.gov
Delegate Advisors, LLCChapel HillNC1Not listedNot listedNot listedNot listed$1.5 million$1.71 billionadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.