UWHARRIE INVESTMENT ADVISORS, INC.
CRD #117592 SEC #801-63767 ALBEMARLE, NC 704-983-5959
SEC Registered
Total AUM
$278.2M
Discretionary
$278.2M
Employees
16
Clients
0
Accounts
811
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $278.2M | $278.2M | $0 | 16 | 0 |
| Apr 2025 | $278.2M | $278.2M | $0 | 16 | 0 |
| Mar 2025 | $278.2M | $278.2M | $0 | 16 | 0 |
| Oct 2024 | $224.7M | $224.7M | $0 | 17 | 16 |
| Jul 2024 | $224.7M | $224.7M | $0 | 17 | 16 |
| Apr 2024 | $224.7M | $224.7M | $0 | 17 | 16 |
| Mar 2024 | $224.7M | $224.7M | $0 | 17 | 16 |
| Feb 2023 | $189.4M | $189.4M | $0 | 17 | 15 |
| Nov 2022 | $215.7M | $215.7M | $0 | 16 | 15 |
| Oct 2022 | $215.7M | $215.7M | $0 | 16 | 15 |
| Mar 2022 | $215.7M | $215.7M | $0 | 16 | 15 |
| Mar 2022 | $215.7M | $215.7M | $0 | 16 | 15 |
| Aug 2021 | $176.7M | $176.7M | $0 | 15 | 15 |
| Mar 2021 | $176.7M | $176.7M | $0 | 15 | 15 |
| Dec 2020 | $175.5M | $175.5M | $0 | 15 | 16 |
| Jun 2020 | $175.5M | $175.5M | $0 | 15 | 16 |
| Jun 2020 | $175.5M | $175.5M | $0 | 15 | 16 |
| Jan 2020 | $175.5M | $175.5M | $0 | 15 | 16 |
| Jul 2019 | $136.5M | $136.5M | $0 | 15 | 5 |
| Mar 2019 | $136.5M | $136.5M | $0 | 15 | 5 |
| Jul 2018 | $129.3M | $129.3M | $0 | 14 | 13 |
| Jul 2018 | $129.3M | $129.3M | $0 | 14 | 13 |
| Mar 2018 | $129.3M | $129.3M | $0 | 14 | 13 |
| Mar 2017 | $119.6M | $119.6M | $0 | 14 | 500 |
| Jan 2017 | $143.5M | $143.5M | $0 | 14 | 500 |
| Dec 2016 | $143.5M | $143.5M | $0 | 14 | 500 |
| Aug 2016 | $143.5M | $143.5M | $0 | 14 | 500 |
| Apr 2016 | $143.5M | $143.5M | $0 | 14 | 500 |
| Mar 2016 | $143.5M | $143.5M | $0 | 14 | 500 |
| Jan 2016 | $149.5M | $149.5M | $0 | 14 | 500 |
| Jun 2015 | $149.5M | $149.5M | $0 | 14 | 500 |
| Mar 2015 | $149.5M | $149.5M | $0 | 15 | 500 |
| Mar 2014 | $144.4M | $144.4M | $0 | 13 | 479 |
| Jan 2014 | $131M | $131M | $0 | 13 | 456 |
| Oct 2013 | $131M | $131M | $0 | 13 | 456 |
| Sep 2013 | $131M | $131M | $0 | 13 | 456 |
| Mar 2013 | $131M | $131M | $0 | 14 | 456 |
| Mar 2012 | $118.1M | $118.1M | $0 | 11 | 480 |
| Mar 2011 | $123.2M | $123.2M | $0 | -- | -- |
| Mar 2010 | $99.7M | $99.7M | $0 | -- | -- |
| Jan 2010 | $79.9M | $79.9M | $0 | -- | -- |
| Jun 2009 | $79.9M | $79.9M | $0 | -- | -- |
| May 2009 | $79.9M | $79.9M | $0 | -- | -- |
| Mar 2009 | $79.9M | $79.9M | $0 | -- | -- |
| Mar 2008 | $116M | $116M | $0 | -- | -- |
| Mar 2007 | $92.5M | $92.5M | $0 | -- | -- |
| Dec 2006 | $57M | $57M | $0 | -- | -- |
| Feb 2006 | $57M | $57M | $0 | -- | -- |
| Sep 2005 | $48.5M | $46.4M | $2.1M | -- | -- |
DateOct 2025
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees16
Clients0
DateApr 2025
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$278.2M
Discretionary$278.2M
Non-Disc.$0
Employees16
Clients0
DateOct 2024
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees17
Clients16
DateJul 2024
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees17
Clients16
DateApr 2024
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees17
Clients16
DateMar 2024
Total AUM$224.7M
Discretionary$224.7M
Non-Disc.$0
Employees17
Clients16
DateFeb 2023
Total AUM$189.4M
Discretionary$189.4M
Non-Disc.$0
Employees17
Clients15
DateNov 2022
Total AUM$215.7M
Discretionary$215.7M
Non-Disc.$0
Employees16
Clients15
DateOct 2022
Total AUM$215.7M
Discretionary$215.7M
Non-Disc.$0
Employees16
Clients15
DateMar 2022
Total AUM$215.7M
Discretionary$215.7M
Non-Disc.$0
Employees16
Clients15
DateMar 2022
Total AUM$215.7M
Discretionary$215.7M
Non-Disc.$0
Employees16
Clients15
DateAug 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees15
Clients15
DateMar 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees15
Clients15
DateDec 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees15
Clients16
DateJun 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees15
Clients16
DateJun 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees15
Clients16
DateJan 2020
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees15
Clients16
DateJul 2019
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees15
Clients5
DateMar 2019
Total AUM$136.5M
Discretionary$136.5M
Non-Disc.$0
Employees15
Clients5
DateJul 2018
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees14
Clients13
DateJul 2018
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees14
Clients13
DateMar 2018
Total AUM$129.3M
Discretionary$129.3M
Non-Disc.$0
Employees14
Clients13
DateMar 2017
Total AUM$119.6M
Discretionary$119.6M
Non-Disc.$0
Employees14
Clients500
DateJan 2017
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees14
Clients500
DateDec 2016
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees14
Clients500
DateAug 2016
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees14
Clients500
DateApr 2016
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees14
Clients500
DateMar 2016
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees14
Clients500
DateJan 2016
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees14
Clients500
DateJun 2015
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees14
Clients500
DateMar 2015
Total AUM$149.5M
Discretionary$149.5M
Non-Disc.$0
Employees15
Clients500
DateMar 2014
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees13
Clients479
DateJan 2014
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees13
Clients456
DateOct 2013
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees13
Clients456
DateSep 2013
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees13
Clients456
DateMar 2013
Total AUM$131M
Discretionary$131M
Non-Disc.$0
Employees14
Clients456
DateMar 2012
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees11
Clients480
DateMar 2011
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$99.7M
Discretionary$99.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2010
Total AUM$79.9M
Discretionary$79.9M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$79.9M
Discretionary$79.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2009
Total AUM$79.9M
Discretionary$79.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$79.9M
Discretionary$79.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$57M
Discretionary$57M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$48.5M
Discretionary$46.4M
Non-Disc.$2.1M
Employees--
Clients--