Data / Investment advisers / Serving charitable organizations / North Carolina

Investment advisers in North Carolina serving charitable organizations: 124 firms

Name: Investment advisers in North Carolina serving charitable organizations: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

124 SEC registered investment advisers with a main office in North Carolina report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $51.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Captrust.

The request: Every investment adviser in North Carolina that serves charitable organizations, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

124Advisers
$51.2 billionAUM from this client type
124Advisers over $100 million
November 2, 2026File date

Advisers in North Carolina serving charitable organizations

Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.

Adviser	City	Clients of this type	AUM from this type	Total AUM	Source
Captrust	Raleigh	232	$25.08 billion	$1.24 trillion	adviserinfo.sec.gov
Allspring Global Investments, LLC	Charlotte	501	$10.02 billion	$475.78 billion	adviserinfo.sec.gov
Global Endowment Management, LP	Charlotte	14	$4.87 billion	$12.88 billion	adviserinfo.sec.gov
Sterling Capital Management LLC	Charlotte	95	$2.72 billion	$69.23 billion	adviserinfo.sec.gov
Allspring Funds Management, LLC	Charlotte	460	$1.60 billion	$324.65 billion	adviserinfo.sec.gov
Oak City Investment Consulting	Wake Forest	14	$1.41 billion	$1.43 billion	adviserinfo.sec.gov
Mill Capital Management, LLC	Concord	8	$713.1 million	$1.49 billion	adviserinfo.sec.gov
Independent Advisor Alliance, LLC	Charlotte	932	$472.8 million	$17.23 billion	adviserinfo.sec.gov
Wedge Capital Management LLP	Charlotte	18	$430 million	$8.13 billion	adviserinfo.sec.gov
Safe Harbor Family Capital, LLC	Chapel Hill	2	$386.4 million	$613.9 million	adviserinfo.sec.gov
Wells Fargo Investment Institute, Inc.	Charlotte	114	$369.5 million	$43.00 billion	adviserinfo.sec.gov
New Republic Partners	Charlotte	2	$348.4 million	$3.03 billion	adviserinfo.sec.gov
Salem Investment Counselors Inc	Winston Salem	41	$281.8 million	$4.19 billion	adviserinfo.sec.gov
Hamilton Point Investment Advisors, LLC	Chapel Hill	21	$273.9 million	$1.21 billion	adviserinfo.sec.gov
Cordgrass Capital Advisors, LLC	Raleigh	11	$272.9 million	$729.9 million	adviserinfo.sec.gov
Morgan Creek Capital Management, LLC	Chapel Hill	2	$257.4 million	$1.79 billion	adviserinfo.sec.gov
Colony Family Offices, LLC	Charlotte	25	$139 million	$3.36 billion	adviserinfo.sec.gov
First Tryon Advisors	Charlotte	14	$127.6 million	$1.01 billion	adviserinfo.sec.gov
Franklin Street Advisors Inc.	Chapel Hill	11	$93.6 million	$4.53 billion	adviserinfo.sec.gov
Bragg Financial Advisors Inc	Charlotte	38	$61.7 million	$4.67 billion	adviserinfo.sec.gov
Topsail Wealth Management LLC	Charlotte	2	$61.5 million	$1.31 billion	adviserinfo.sec.gov
Capital Advisers, Inc.	Raleigh	22	$55 million	$620 million	adviserinfo.sec.gov
Biltmore Family Office, LLC	Charlotte	1	$49.4 million	$3.47 billion	adviserinfo.sec.gov
Abs Legacy Partners, LLC	Hickory	4	$47.7 million	$670.8 million	adviserinfo.sec.gov
Altamont Capital Management	Asheville	Fewer than 5	$40 million	$412.3 million	adviserinfo.sec.gov
Granville Capital, Inc.	Greensboro	Fewer than 5	$39.6 million	$1.37 billion	adviserinfo.sec.gov
Smith Salley Wealth Management	Greensboro	11	$39.4 million	$2.89 billion	adviserinfo.sec.gov
Reichard Capital, LLC	Charlotte	2	$39.2 million	$341 million	adviserinfo.sec.gov
Eton Advisors	Chapel Hill	6	$39.1 million	$1.89 billion	adviserinfo.sec.gov
Namcoa	Mooresville	1	$38.8 million	$404.3 million	adviserinfo.sec.gov
Broyhill Asset Management, LLC	Charlotte	1	$38.8 million	$204.5 million	adviserinfo.sec.gov
Woodard & Co Asset Management Group Inc	Bermuda Run	10	$38 million	$1.17 billion	adviserinfo.sec.gov
Eastover Capital Management	Charlotte	8	$36.8 million	$392.3 million	adviserinfo.sec.gov
Ironsides Asset Advisors, LLC	Rocky Mount	5	$36.3 million	$1.42 billion	adviserinfo.sec.gov
Colton Groome Financial Advisors, LLC	Asheville	6	$35.3 million	$724.9 million	adviserinfo.sec.gov
Reliant Investment Partners, LLC	Pinehurst	9	$33.8 million	$268.3 million	adviserinfo.sec.gov
Gragg Financial	Shelby	6	$32 million	$215.4 million	adviserinfo.sec.gov
Absher Wealth Management, LLC	Chapel Hill	9	$30.7 million	$1.26 billion	adviserinfo.sec.gov
Uwharrie Investment Advisors, Inc.	Albemarle	27	$30.7 million	$337.8 million	adviserinfo.sec.gov
Joel Adams and Associates Inc.	Asheville	7	$29.2 million	$305.6 million	adviserinfo.sec.gov
Arbor Investment Advisors	Winston Salem	7	$28.2 million	$1.29 billion	adviserinfo.sec.gov
Cardinal Capital Management Inc	Raleigh	11	$27.9 million	$1.03 billion	adviserinfo.sec.gov
Lumina Wealth Management, LLC	Wilmington	8	$27.1 million	$240.2 million	adviserinfo.sec.gov
Family Wealth Partners, LLC	Matthews	Fewer than 5	$24.5 million	$392.4 million	adviserinfo.sec.gov
Piedmont Capital Management, LLC	Greenboro	4	$21.9 million	$495.6 million	adviserinfo.sec.gov
Capital Investment Advisory Services, LLC	Raleigh	15	$21.9 million	$2.39 billion	adviserinfo.sec.gov
Laurel Wealth Advisors, LLC	Charlotte	11	$20.5 million	$1.11 billion	adviserinfo.sec.gov
Live Oak Private Wealth, LLC	Wilmington	10	$20.3 million	$1.32 billion	adviserinfo.sec.gov
Holderness Investments Co	Greensboro	Fewer than 5	$19.4 million	$660.7 million	adviserinfo.sec.gov
Sheets Smith Wealth Management	Winston Salem	5	$17.9 million	$1.37 billion	adviserinfo.sec.gov
Triangle Wealth Management	Raleigh	6	$17.5 million	$1.29 billion	adviserinfo.sec.gov
Defender Capital	Charlotte	Fewer than 5	$17 million	$510 million	adviserinfo.sec.gov
Private Wealth Management of North Carolina LLC	Henderson	2	$16.9 million	$162.8 million	adviserinfo.sec.gov
Tassel Capital Management, Inc	Matthews	Fewer than 5	$15.4 million	$266 million	adviserinfo.sec.gov
Charter Wealth Management	Raleigh	Fewer than 5	$13.6 million	$195.6 million	adviserinfo.sec.gov
Sapere Wealth Management, LLC	Matthews	6	$13.3 million	$604.8 million	adviserinfo.sec.gov
Cassia Capital Partners LLC	Winston Salem	8	$11.9 million	$251.2 million	adviserinfo.sec.gov
Kerusso Capital Management, LLC	Winston-Salem	3	$11.9 million	$222.4 million	adviserinfo.sec.gov
Hale Partnership Capital Management, LLC	Charlotte	1	$10.9 million	$788.3 million	adviserinfo.sec.gov
Verum Partners LLC	Charlotte	Fewer than 5	$9.7 million	$1.01 billion	adviserinfo.sec.gov
Strathmore Capital Advisors	Charlotte	Fewer than 5	$9 million	$805 million	adviserinfo.sec.gov
First Oak Wealth Management, LLC	Raleigh	Fewer than 5	$8.7 million	$316.2 million	adviserinfo.sec.gov
Providence Capital Advisors, LLC	Charlotte	5	$8.2 million	$1.07 billion	adviserinfo.sec.gov
H. L. Ormond & Company, LLC	Greenville	Fewer than 5	$5.8 million	$401.4 million	adviserinfo.sec.gov
Novare Capital Management	Charlotte	Fewer than 5	$5.7 million	$1.92 billion	adviserinfo.sec.gov
Founders Financial Alliance, LLC	Raleigh	11	$5.1 million	$1.19 billion	adviserinfo.sec.gov
Allen Wealth Management, LLC	Boone	9	$4.9 million	$664.3 million	adviserinfo.sec.gov
Kuhn Advisors, Inc.	Durham	Fewer than 5	$4.6 million	$800.8 million	adviserinfo.sec.gov
Whitener Capital Management, Inc	Rocky Mount	4	$4.6 million	$598.5 million	adviserinfo.sec.gov
Carolina Wealth Management, Inc.	Greenville	9	$4.1 million	$798.5 million	adviserinfo.sec.gov
Shining Rock Advisors LLC	Asheville	1	$4 million	$153.8 million	adviserinfo.sec.gov
Linden Thomas Advisory Services, LLC	Charlotte	5	$3.9 million	$1.77 billion	adviserinfo.sec.gov
Alphastar Capital Management	Cornelius	13	$3.8 million	$2.50 billion	adviserinfo.sec.gov
WMS Advisors, LLC	Charlotte	Fewer than 5	$3.4 million	$280.9 million	adviserinfo.sec.gov
Advisorstrust Partners LLC	Raleigh	5	$3.3 million	$435.3 million	adviserinfo.sec.gov
1808 Capital Partners	Greensboro	3	$3.2 million	$644.6 million	adviserinfo.sec.gov
IA Network, LLC	Charlotte	Fewer than 5	$3.1 million	$199.5 million	adviserinfo.sec.gov
Omnistar Financial Group, Inc.	Wilmington	1	$2.6 million	$285.7 million	adviserinfo.sec.gov
Cornerstone Wealth Planning	Charlotte	Fewer than 5	$2.5 million	$485.9 million	adviserinfo.sec.gov
Olde Raleigh Financial Group	Raleigh	5	$2.4 million	$565.7 million	adviserinfo.sec.gov
Greenway Wealth Advisors, LLC	Charlotte	3	$2.3 million	$184.5 million	adviserinfo.sec.gov
Frazier Financial Consultants, LLC	Chapel Hill	2	$2 million	$196 million	adviserinfo.sec.gov
Old Peak Finance	Chapel Hill	1	$1.8 million	$714.1 million	adviserinfo.sec.gov
TRG Capital Management, Inc.	Raleigh	1	$1.8 million	$118.2 million	adviserinfo.sec.gov
White Oak Financial Management, Inc	Asheville	Fewer than 5	$1.8 million	$143.5 million	adviserinfo.sec.gov
Capital Management LLC	Greensboro	2	$1.8 million	$383 million	adviserinfo.sec.gov
Portus Wealth Advisors, LLC	Charlotte	1	$1.6 million	$204.1 million	adviserinfo.sec.gov
Financial Symmetry Inc.	Raleigh	1	$1.6 million	$1.54 billion	adviserinfo.sec.gov
Blue Water Capital Management, LLC	Apex	Fewer than 5	$1.5 million	$159.8 million	adviserinfo.sec.gov
Pinafore Wealth Counsel Inc.	Durham	4	$1.3 million	$173.6 million	adviserinfo.sec.gov
Tar River Wealth Planning, LLC	Louisburg	6	$1.3 million	$401.2 million	adviserinfo.sec.gov
Tilia Fiduciary Partners, Inc.	Wilmington	2	$1.2 million	$403.7 million	adviserinfo.sec.gov
Smith Partners Wealth Management, LLC	Greensboro	2	$1.2 million	$196.1 million	adviserinfo.sec.gov
Collie Financial Planning, Inc.	Black Mountain	1	$1.2 million	$162.9 million	adviserinfo.sec.gov
Cascades Capital Asset Management, LLC	Greensboro	6	$1.1 million	$383.3 million	adviserinfo.sec.gov
Act Advisors	Asheville	2	$993,611	$498.9 million	adviserinfo.sec.gov
Ridgeline Wealth Advisors, LLC.	Raleigh	Fewer than 5	$979,904	$189 million	adviserinfo.sec.gov
Pursuit Wealth Strategies, LLC	Raleigh	Fewer than 5	$849,505	$457.5 million	adviserinfo.sec.gov
Sparta Wealth Partners	Charlotte	2	$735,894	$315.8 million	adviserinfo.sec.gov
Masonboro Advisors	Wilmington	Fewer than 5	$708,117	$206.5 million	adviserinfo.sec.gov
MBL Advisors	Charlotte	Fewer than 5	$703,627	$1.42 billion	adviserinfo.sec.gov
Westhampton Capital	Winston-Salem	1	$686,545	$238.5 million	adviserinfo.sec.gov
Old North State Wealth Management, LLC	Wilmington	3	$676,616	$452.6 million	adviserinfo.sec.gov
West Financial Strategies, Inc.	Sanford	1	$653,023	$121 million	adviserinfo.sec.gov
First Citizens Asset Management, Inc	Raleigh	2	$564,086	$465.1 million	adviserinfo.sec.gov
Emerald Asset Management, Inc.	Rocky Mount	1	$559,521	$120.8 million	adviserinfo.sec.gov
Townsend Asset Management Corp.	Raleigh	12	$544,525	$479.6 million	adviserinfo.sec.gov
Mauney-Pitt Financial Management, Inc.	Shelby	Fewer than 5	$500,000	$418 million	adviserinfo.sec.gov
Crown Wealth Group LLC	Charlotte	1	$450,247	$502.4 million	adviserinfo.sec.gov
Dreher Financial Partners	Southern Pines	2	$450,000	$148.2 million	adviserinfo.sec.gov
Terra Wealth	High Point	Fewer than 5	$437,900	$152 million	adviserinfo.sec.gov
Capital Investment Counsel Inc	Raleigh	1	$413,796	$1.02 billion	adviserinfo.sec.gov
Sledge and Company Wealth Advisors	High Point	6	$375,358	$183.4 million	adviserinfo.sec.gov
Armor Investment Advisors, LLC	Raleigh	1	$368,892	$356 million	adviserinfo.sec.gov
Wells Financial Management, LLC	Asheville	1	$278,078	$132.7 million	adviserinfo.sec.gov
The Financial Legacy Group	Charlotte	1	$214,515	$107.3 million	adviserinfo.sec.gov
Thayer Financial, L.L.C.	Hickory	Fewer than 5	$178,195	$106.4 million	adviserinfo.sec.gov
Hilltop Wealth Advisors, LLC	Chapel Hill	1	$152,766	$635.5 million	adviserinfo.sec.gov
Horizon Financial Services, LLC	Winston Salem	1	$146,093	$262.4 million	adviserinfo.sec.gov
ARK Royal Wealth Management LLC	Raleigh	5	$135,000	$169.3 million	adviserinfo.sec.gov
Hobart Wealth	Charlotte	1	$126,742	$558.2 million	adviserinfo.sec.gov
Physicians Financial Services, Inc.	Raleigh	Fewer than 5	$110,420	$482.3 million	adviserinfo.sec.gov
Passport Wealth Management	Cornelius	Fewer than 5	$54,880	$115.3 million	adviserinfo.sec.gov
Amphora Wealth Management, LLC	Chapel Hill	Fewer than 5	$26,377	$196.2 million	adviserinfo.sec.gov

Also on SpecStream

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.