TARHEEL ADVISORS, LLC
CRD #149308 SEC #801-131916 GREENSBORO, NC 336-510-7255
SEC Registered
Total AUM
$117.6M
Discretionary
$103.7M
Employees
2
Clients
101
Accounts
372
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 4, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GLOVER, RYAN, VERNE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| HINSON, WALTER, ARMSTRONG | I | CHIEF EXECUTIVE OFFICER | D | Control |
Registrations
Federal
IA
Jan 4, 2025 REGISTERED
Notice Filings (1)
NC
Address
3300 BATTLEGROUND AVESTE 204
GREENSBORO, NC 27410
United States
Phone: 336-510-7255