HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
CRD #118943 SEC #801-113444 RALEIGH, NC 919-848-4100
SEC Registered
Total AUM
$154.5M
Discretionary
$154.5M
Employees
3
Clients
101
Accounts
153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $154.5M | $154.5M | $0 | 3 | 0 |
| Mar 2025 | $154.5M | $154.5M | $0 | 3 | 0 |
| Feb 2025 | $140.5M | $140.5M | $0 | 3 | 0 |
| Nov 2024 | $140.5M | $140.5M | $0 | 3 | 0 |
| Mar 2024 | $140.5M | $140.5M | $0 | 3 | 0 |
| Apr 2023 | $124.3M | $124.3M | $0 | 3 | 0 |
| Mar 2023 | $124.3M | $124.3M | $0 | 3 | 0 |
| Apr 2022 | $142.3M | $142.3M | $0 | 3 | 0 |
| Mar 2022 | $127.5M | $127.5M | $0 | 3 | 0 |
| Nov 2021 | $127.5M | $127.5M | $0 | 11 | 0 |
| Jun 2021 | $127.5M | $127.5M | $0 | 11 | 0 |
| Apr 2021 | $127.5M | $127.5M | $0 | 3 | 0 |
| Mar 2021 | $127.5M | $127.5M | $0 | 3 | 0 |
| Jun 2020 | $119.7M | $119.7M | $0 | 10 | 12 |
| Mar 2020 | $119.7M | $119.7M | $0 | 10 | 12 |
| Oct 2019 | $101.9M | $101.9M | $0 | 13 | 10 |
| Jul 2019 | $101.9M | $101.9M | $0 | 13 | 10 |
| Mar 2019 | $101.9M | $101.9M | $0 | 13 | 10 |
| Nov 2018 | $111.1M | $111.1M | $0 | 11 | 8 |
| Jul 2018 | $111.1M | $111.1M | $0 | 11 | 8 |
| Jul 2018 | $111.1M | $111.1M | $0 | 11 | 8 |
| May 2018 | $111.1M | $111.1M | $0 | 11 | 8 |
| May 2018 | $111.1M | $111.1M | $0 | 11 | 8 |
DateMar 2025
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$154.5M
Discretionary$154.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$140.5M
Discretionary$140.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees11
Clients0
DateJun 2021
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$127.5M
Discretionary$127.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees10
Clients12
DateMar 2020
Total AUM$119.7M
Discretionary$119.7M
Non-Disc.$0
Employees10
Clients12
DateOct 2019
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees13
Clients10
DateJul 2019
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees13
Clients10
DateMar 2019
Total AUM$101.9M
Discretionary$101.9M
Non-Disc.$0
Employees13
Clients10
DateNov 2018
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees11
Clients8
DateJul 2018
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees11
Clients8
DateJul 2018
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees11
Clients8
DateMay 2018
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees11
Clients8
DateMay 2018
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees11
Clients8