AdvisorCensus / Financial advisors / North Carolina / Asheville, NC / Charles Schwab
Financial advisors in Asheville, NC using Charles Schwab
10 SEC-registered investment advisory firms headquartered in the Asheville, NC metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| ACT Advisors | Asheville | SEC-registered investment adviser | $100 million to $500 million |
| Altamont Capital Management | Asheville | SEC-registered investment adviser | $100 million to $500 million |
| Camden Financial Management, Inc. | Asheville | SEC-registered investment adviser | $100 million to $500 million |
| Collie Financial Planning, Inc. | Black Mountain | SEC-registered investment adviser | $100 million to $500 million |
| Colton Groome Financial Advisors, LLC | Asheville | SEC-registered investment adviser | $500 million to $1 billion |
| Holcombe & McGrath | Asheville | SEC-registered investment adviser | $100 million to $500 million |
| Horizons Wealth Management | Asheville | SEC-registered investment adviser | $100 million to $500 million |
| Kenneth Frenke & Co | Arden | SEC-registered investment adviser | $100 million to $500 million |
| Shining Rock Advisors LLC | Asheville | SEC-registered investment adviser | $100 million to $500 million |
| Wells Financial Management, LLC | Asheville | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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