AdvisorCensus / Financial advisors / North Carolina / Charlotte, NC / New firms
New investment advisory firms in Charlotte, NC
19 investment advisory firms in Charlotte, NC first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Cameron Signature Wealth Advisors LLC | Charlotte, NC | SEC-registered investment adviser |
| MEM Manager, LLC | Charlotte, NC | Exempt reporting adviser |
September 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Corrum Capital Management LLC | Charlotte, NC | SEC-registered investment adviser |
| Silvercap Partners | Charlotte, NC | SEC-registered investment adviser |
July 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Castle Wealth Group | Mooresville, NC | SEC-registered investment adviser |
June 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Auranser Inc. | Fort Mill, SC | SEC-registered investment adviser |
| Linville Capital | Charlotte, NC | Exempt reporting adviser |
| Sanctuary Financial Planning, LLC | Charlotte, NC | SEC-registered investment adviser |
May 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Gibert Wealth Management | Charlotte, NC | SEC-registered investment adviser |
April 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Kucharo Wealth | Charlotte, NC | SEC-registered investment adviser |
March 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| The Financial Legacy Group | Charlotte, NC | SEC-registered investment adviser |
February 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Haven Capital Advisors, LLC | Charlotte, NC | State-registered investment adviser |
January 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Broadtree Partners Management, LLC | Charlotte, NC | Exempt reporting adviser |
December 2025 (6)
| Firm | Location | Registration |
|---|---|---|
| Black Owl Capital | Charlotte, NC | Exempt reporting adviser |
| Mosaic Capital Partners LLC | Charlotte, NC | Exempt reporting adviser |
| Passport Wealth Management | Cornelius, NC | SEC-registered investment adviser |
| Roan HFH, LP | Mount Holly, NC | Exempt reporting adviser |
| Variant Perception | Charlotte, NC | SEC-registered investment adviser |
| Y Investments, LLC | Charlotte, NC | Exempt reporting adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Charlotte, NC. https://advisorcensus.com/advisors/nc/charlotte/new-firms https://advisorcensus.com/advisors/nc/charlotte/new-firms