{ "path": "/advisors/nc/durham/chapel-hill", "url": "https://advisorcensus.com/advisors/nc/durham/chapel-hill", "page_type": "metro_city", "title": "Financial advisors in Chapel Hill, NC", "filters": {}, "scope_total": 32, "faq": [ { "q": "How many financial advisory firms are there in Chapel Hill, NC?", "a": "AdvisorCensus lists 32 investment advisory firms with a principal office in Chapel Hill, North Carolina (part of the Durham metro area), from Form ADV filings as of October 2026: 19 SEC-registered, 11 state-registered, and 2 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Chapel Hill, NC?", "a": "15 of the 32 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Chapel Hill, NC offer financial planning?", "a": "23 of the 30 firms in Chapel Hill, NC that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Chapel Hill, NC fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 15 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 32 investment advisory firms with a principal office in Chapel Hill, North Carolina (part of the Durham metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Durham metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Chapel Hill, NC: 32 firms from Form ADV filings as of October 2026.", "total_firms": 32, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 19, "state": 11, "exempt": 2 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 25 }, { "code": "hourly", "count": 14 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 18 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 2 }, { "code": "other", "count": 3 }, { "code": "not_reported", "count": 2 } ], "years_registered_distribution": [ { "code": "under_5", "count": 10 }, { "code": "5_to_9", "count": 6 }, { "code": "10_to_19", "count": 10 }, { "code": "20_plus", "count": 6 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 3 }, { "code": "100m_500m", "count": 6 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 6 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 304642, "name": "Absher Wealth Management, LLC", "name_as_filed": "ABSHER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/absher-wealth-management-llc-chapel-hill-nc-304642", "city": "Chapel Hill", "state": "NC", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157968, "name": "Amphora Wealth Management, LLC", "name_as_filed": "AMPHORA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/amphora-wealth-management-llc-chapel-hill-nc-157968", "city": "Chapel Hill", "state": "NC", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118946, "name": "Aspentree Capital Corporation", "name_as_filed": "ASPENTREE CAPITAL CORPORATION", "url": "https://advisorcensus.com/firm/aspentree-capital-corporation-chapel-hill-nc-118946", "city": "Chapel Hill", "state": "NC", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311517, "name": "Atlantic Private Wealth, LLC", "name_as_filed": "ATLANTIC PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/atlantic-private-wealth-llc-chapel-hill-nc-311517", "city": "Chapel Hill", "state": "NC", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338702, "name": "Azimuth Planning Group, LLC", "name_as_filed": "AZIMUTH PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/azimuth-planning-group-llc-chapel-hill-nc-338702", "city": "Chapel Hill", "state": "NC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 325013, "name": "Bolin Creek Wealth Advisors LLC", "name_as_filed": "BOLIN CREEK WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013", "city": "Chapel Hill", "state": "NC", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282300, "name": "Boundary Street Partners LP", "name_as_filed": "BOUNDARY STREET PARTNERS LP", "url": "https://advisorcensus.com/firm/boundary-street-partners-lp-chapel-hill-nc-282300", "city": "Chapel Hill", "state": "NC", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166545, "name": "Cardinal Retirement Planning, Inc.", "name_as_filed": "CARDINAL RETIREMENT PLANNING, INC.", "url": "https://advisorcensus.com/firm/cardinal-retirement-planning-inc-chapel-hill-nc-166545", "city": "Chapel Hill", "state": "NC", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326142, "name": "Cardinal Wealth Partners, LLC", "name_as_filed": "CARDINAL WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cardinal-wealth-partners-llc-chapel-hill-nc-326142", "city": "Chapel Hill", "state": "NC", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118870, "name": "Carolina Financial Advisory, Inc.", "name_as_filed": "CAROLINA FINANCIAL ADVISORY, INC.", "url": "https://advisorcensus.com/firm/carolina-financial-advisory-inc-chapel-hill-nc-118870", "city": "Chapel Hill", "state": "NC", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "fixed", "commissions" ], "enhanced": false }, { "crd_number": 159953, "name": "Delegate Advisors, LLC", "name_as_filed": "DELEGATE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/delegate-advisors-llc-chapel-hill-nc-159953", "city": "Chapel Hill", "state": "NC", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289395, "name": "Eton Advisors", "name_as_filed": "ETON ADVISORS", "url": "https://advisorcensus.com/firm/eton-advisors-chapel-hill-nc-289395", "city": "Chapel Hill", "state": "NC", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 106275, "name": "Franklin Street Advisors Inc.", "name_as_filed": "FRANKLIN STREET ADVISORS INC.", "url": "https://advisorcensus.com/firm/franklin-street-advisors-inc-chapel-hill-nc-106275", "city": "Chapel Hill", "state": "NC", "years_registered": 35, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 112897, "name": "Frazier Financial Consultants, LLC", "name_as_filed": "FRAZIER FINANCIAL CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/frazier-financial-consultants-llc-chapel-hill-nc-112897", "city": "Chapel Hill", "state": "NC", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144534, "name": "Hamilton Point Investment Advisors, LLC", "name_as_filed": "HAMILTON POINT INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hamilton-point-investment-advisors-llc-chapel-hill-nc-144534", "city": "Chapel Hill", "state": "NC", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283014, "name": "Hilltop Wealth Advisors, LLC", "name_as_filed": "HILLTOP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hilltop-wealth-advisors-llc-chapel-hill-nc-283014", "city": "Chapel Hill", "state": "NC", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 222528, "name": "Idea Fund Partners, LLC", "name_as_filed": "IDEA FUND PARTNERS, LLC", "url": "https://advisorcensus.com/firm/idea-fund-partners-llc-chapel-hill-nc-222528", "city": "Chapel Hill", "state": "NC", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 131181, "name": "Lincoln Investment Advisers, LLC", "name_as_filed": "LINCOLN INVESTMENT ADVISERS, LLC", "url": "https://advisorcensus.com/firm/lincoln-investment-advisers-llc-chapel-hill-nc-131181", "city": "Chapel Hill", "state": "NC", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342659, "name": "Lionlight Capital, L.P.", "name_as_filed": "LIONLIGHT CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/lionlight-capital-l-p-chapel-hill-nc-342659", "city": "Chapel Hill", "state": "NC", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 140934, "name": "Maze Financial Planning", "name_as_filed": "MAZE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/maze-financial-planning-chapel-hill-nc-140934", "city": "Chapel Hill", "state": "NC", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 138401, "name": "Morgan Creek Capital Management, LLC", "name_as_filed": "MORGAN CREEK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/morgan-creek-capital-management-llc-chapel-hill-nc-138401", "city": "Chapel Hill", "state": "NC", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155849, "name": "Newcomb Financial Advisors, LLC", "name_as_filed": "NEWCOMB FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/newcomb-financial-advisors-llc-chapel-hill-nc-155849", "city": "Chapel Hill", "state": "NC", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154804, "name": "Old Peak Finance", "name_as_filed": "OLD PEAK FINANCE", "url": "https://advisorcensus.com/firm/old-peak-finance-chapel-hill-nc-154804", "city": "Chapel Hill", "state": "NC", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118412, "name": "Phoenix Wealth Advisors Inc.", "name_as_filed": "PHOENIX WEALTH ADVISORS INC.", "url": "https://advisorcensus.com/firm/phoenix-wealth-advisors-inc-chapel-hill-nc-118412", "city": "Chapel Hill", "state": "NC", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 317547, "name": "Safe Harbor Family Capital, LLC", "name_as_filed": "SAFE HARBOR FAMILY CAPITAL, LLC", "url": "https://advisorcensus.com/firm/safe-harbor-family-capital-llc-chapel-hill-nc-317547", "city": "Chapel Hill", "state": "NC", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285007, "name": "Sherman Financial", "name_as_filed": "SHERMAN FINANCIAL", "url": "https://advisorcensus.com/firm/sherman-financial-chapel-hill-nc-285007", "city": "Chapel Hill", "state": "NC", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 283153, "name": "Sjbenen Advisory, LLC", "name_as_filed": "SJBENEN ADVISORY, LLC", "url": "https://advisorcensus.com/firm/sjbenen-advisory-llc-chapel-hill-nc-283153", "city": "Chapel Hill", "state": "NC", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ 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