# Financial advisors in Chapel Hill, NC

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nc/durham/chapel-hill

## At a glance

- Investment advisory firms: 32
- Registration: SEC-registered investment adviser: 19, State-registered investment adviser: 11, Exempt reporting adviser: 2
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (50%); Percentage of assets 25 (83%); Hourly charges 14 (47%); Fixed fees 18 (60%); Commissions 1 (3%); Performance-based fees 2 (7%); Other 3 (10%); No compensation arrangements reported 2
- Regulatory assets under management (Item 5.F): Under $25 million 5 (16%); $25 million to $100 million 3 (9%); $100 million to $500 million 6 (19%); $500 million to $1 billion 6 (19%); $1 billion to $5 billion 6 (19%); Over $5 billion 1 (3%); Not reported 5 (16%)
- Years registered: Under 5 years 10 (31%); 5 to 9 years 6 (19%); 10 to 19 years 10 (31%); 20 years or more 6 (19%)

## Firms (page 1 of 1, 1 to 32 of 32, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Absher Wealth Management, LLC](https://advisorcensus.com/firm/absher-wealth-management-llc-chapel-hill-nc-304642) ([md](https://advisorcensus.com/firm/absher-wealth-management-llc-chapel-hill-nc-304642.md)) | 304642 | Chapel Hill, NC | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Amphora Wealth Management, LLC](https://advisorcensus.com/firm/amphora-wealth-management-llc-chapel-hill-nc-157968) ([md](https://advisorcensus.com/firm/amphora-wealth-management-llc-chapel-hill-nc-157968.md)) | 157968 | Chapel Hill, NC | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Aspentree Capital Corporation](https://advisorcensus.com/firm/aspentree-capital-corporation-chapel-hill-nc-118946) ([md](https://advisorcensus.com/firm/aspentree-capital-corporation-chapel-hill-nc-118946.md)) | 118946 | Chapel Hill, NC | State-registered investment adviser | $25 million to $100 million | 11 | % of assets |
| [Atlantic Private Wealth, LLC](https://advisorcensus.com/firm/atlantic-private-wealth-llc-chapel-hill-nc-311517) ([md](https://advisorcensus.com/firm/atlantic-private-wealth-llc-chapel-hill-nc-311517.md)) | 311517 | Chapel Hill, NC | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Azimuth Planning Group, LLC](https://advisorcensus.com/firm/azimuth-planning-group-llc-chapel-hill-nc-338702) ([md](https://advisorcensus.com/firm/azimuth-planning-group-llc-chapel-hill-nc-338702.md)) | 338702 | Chapel Hill, NC | State-registered investment adviser | Not reported | 0 | Fixed fee |
| [Bolin Creek Wealth Advisors LLC](https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013) ([md](https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013.md)) | 325013 | Chapel Hill, NC | State-registered investment adviser | Under $25 million | 3 | Hourly, Fixed fee |
| [Boundary Street Partners LP](https://advisorcensus.com/firm/boundary-street-partners-lp-chapel-hill-nc-282300) ([md](https://advisorcensus.com/firm/boundary-street-partners-lp-chapel-hill-nc-282300.md)) | 282300 | Chapel Hill, NC | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Cardinal Retirement Planning, Inc.](https://advisorcensus.com/firm/cardinal-retirement-planning-inc-chapel-hill-nc-166545) ([md](https://advisorcensus.com/firm/cardinal-retirement-planning-inc-chapel-hill-nc-166545.md)) | 166545 | Chapel Hill, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Cardinal Wealth Partners, LLC](https://advisorcensus.com/firm/cardinal-wealth-partners-llc-chapel-hill-nc-326142) ([md](https://advisorcensus.com/firm/cardinal-wealth-partners-llc-chapel-hill-nc-326142.md)) | 326142 | Chapel Hill, NC | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Carolina Financial Advisory, Inc.](https://advisorcensus.com/firm/carolina-financial-advisory-inc-chapel-hill-nc-118870) ([md](https://advisorcensus.com/firm/carolina-financial-advisory-inc-chapel-hill-nc-118870.md)) | 118870 | Chapel Hill, NC | State-registered investment adviser | Not reported | 23 | Fixed fee, Commissions |
| [Delegate Advisors, LLC](https://advisorcensus.com/firm/delegate-advisors-llc-chapel-hill-nc-159953) ([md](https://advisorcensus.com/firm/delegate-advisors-llc-chapel-hill-nc-159953.md)) | 159953 | Chapel Hill, NC | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee |
| [Eton Advisors](https://advisorcensus.com/firm/eton-advisors-chapel-hill-nc-289395) ([md](https://advisorcensus.com/firm/eton-advisors-chapel-hill-nc-289395.md)) | 289395 | Chapel Hill, NC | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee, Other |
| [Franklin Street Advisors Inc.](https://advisorcensus.com/firm/franklin-street-advisors-inc-chapel-hill-nc-106275) ([md](https://advisorcensus.com/firm/franklin-street-advisors-inc-chapel-hill-nc-106275.md)) | 106275 | Chapel Hill, NC | SEC-registered investment adviser | $1 billion to $5 billion | 35 | % of assets, Fixed fee, Other |
| [Frazier Financial Consultants, LLC](https://advisorcensus.com/firm/frazier-financial-consultants-llc-chapel-hill-nc-112897) ([md](https://advisorcensus.com/firm/frazier-financial-consultants-llc-chapel-hill-nc-112897.md)) | 112897 | Chapel Hill, NC | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Hamilton Point Investment Advisors, LLC](https://advisorcensus.com/firm/hamilton-point-investment-advisors-llc-chapel-hill-nc-144534) ([md](https://advisorcensus.com/firm/hamilton-point-investment-advisors-llc-chapel-hill-nc-144534.md)) | 144534 | Chapel Hill, NC | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets |
| [Hilltop Wealth Advisors, LLC](https://advisorcensus.com/firm/hilltop-wealth-advisors-llc-chapel-hill-nc-283014) ([md](https://advisorcensus.com/firm/hilltop-wealth-advisors-llc-chapel-hill-nc-283014.md)) | 283014 | Chapel Hill, NC | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Idea Fund Partners, LLC](https://advisorcensus.com/firm/idea-fund-partners-llc-chapel-hill-nc-222528) ([md](https://advisorcensus.com/firm/idea-fund-partners-llc-chapel-hill-nc-222528.md)) | 222528 | Chapel Hill, NC | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Lincoln Investment Advisers, LLC](https://advisorcensus.com/firm/lincoln-investment-advisers-llc-chapel-hill-nc-131181) ([md](https://advisorcensus.com/firm/lincoln-investment-advisers-llc-chapel-hill-nc-131181.md)) | 131181 | Chapel Hill, NC | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly |
| [Lionlight Capital, L.P.](https://advisorcensus.com/firm/lionlight-capital-l-p-chapel-hill-nc-342659) ([md](https://advisorcensus.com/firm/lionlight-capital-l-p-chapel-hill-nc-342659.md)) | 342659 | Chapel Hill, NC | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Maze Financial Planning](https://advisorcensus.com/firm/maze-financial-planning-chapel-hill-nc-140934) ([md](https://advisorcensus.com/firm/maze-financial-planning-chapel-hill-nc-140934.md)) | 140934 | Chapel Hill, NC | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly |
| [Morgan Creek Capital Management, LLC](https://advisorcensus.com/firm/morgan-creek-capital-management-llc-chapel-hill-nc-138401) ([md](https://advisorcensus.com/firm/morgan-creek-capital-management-llc-chapel-hill-nc-138401.md)) | 138401 | Chapel Hill, NC | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Performance fee |
| [Newcomb Financial Advisors, LLC](https://advisorcensus.com/firm/newcomb-financial-advisors-llc-chapel-hill-nc-155849) ([md](https://advisorcensus.com/firm/newcomb-financial-advisors-llc-chapel-hill-nc-155849.md)) | 155849 | Chapel Hill, NC | State-registered investment adviser | Under $25 million | 15 | % of assets, Hourly, Fixed fee |
| [Old Peak Finance](https://advisorcensus.com/firm/old-peak-finance-chapel-hill-nc-154804) ([md](https://advisorcensus.com/firm/old-peak-finance-chapel-hill-nc-154804.md)) | 154804 | Chapel Hill, NC | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Phoenix Wealth Advisors Inc.](https://advisorcensus.com/firm/phoenix-wealth-advisors-inc-chapel-hill-nc-118412) ([md](https://advisorcensus.com/firm/phoenix-wealth-advisors-inc-chapel-hill-nc-118412.md)) | 118412 | Chapel Hill, NC | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Hourly, Fixed fee, Other |
| [Safe Harbor Family Capital, LLC](https://advisorcensus.com/firm/safe-harbor-family-capital-llc-chapel-hill-nc-317547) ([md](https://advisorcensus.com/firm/safe-harbor-family-capital-llc-chapel-hill-nc-317547.md)) | 317547 | Chapel Hill, NC | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets |
| [Sherman Financial](https://advisorcensus.com/firm/sherman-financial-chapel-hill-nc-285007) ([md](https://advisorcensus.com/firm/sherman-financial-chapel-hill-nc-285007.md)) | 285007 | Chapel Hill, NC | State-registered investment adviser | Not reported | 10 | Hourly |
| [Sjbenen Advisory, LLC](https://advisorcensus.com/firm/sjbenen-advisory-llc-chapel-hill-nc-283153) ([md](https://advisorcensus.com/firm/sjbenen-advisory-llc-chapel-hill-nc-283153.md)) | 283153 | Chapel Hill, NC | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly |
| [Structural Solutions LLC](https://advisorcensus.com/firm/structural-solutions-llc-chapel-hill-nc-319155) ([md](https://advisorcensus.com/firm/structural-solutions-llc-chapel-hill-nc-319155.md)) | 319155 | Chapel Hill, NC | SEC-registered investment adviser | $100 million to $500 million | 3 | Hourly, Fixed fee |
| [Tarheel Advisors, LLC](https://advisorcensus.com/firm/tarheel-advisors-llc-chapel-hill-nc-149308) ([md](https://advisorcensus.com/firm/tarheel-advisors-llc-chapel-hill-nc-149308.md)) | 149308 | Chapel Hill, NC | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Truebridge Capital Partners](https://advisorcensus.com/firm/truebridge-capital-partners-chapel-hill-nc-155425) ([md](https://advisorcensus.com/firm/truebridge-capital-partners-chapel-hill-nc-155425.md)) | 155425 | Chapel Hill, NC | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Performance fee |
| [Truststone Wealth Partners, LLC](https://advisorcensus.com/firm/truststone-wealth-partners-llc-chapel-hill-nc-330217) ([md](https://advisorcensus.com/firm/truststone-wealth-partners-llc-chapel-hill-nc-330217.md)) | 330217 | Chapel Hill, NC | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Woodward Financial Advisors, Inc.](https://advisorcensus.com/firm/woodward-financial-advisors-inc-chapel-hill-nc-150641) ([md](https://advisorcensus.com/firm/woodward-financial-advisors-inc-chapel-hill-nc-150641.md)) | 150641 | Chapel Hill, NC | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Chapel Hill, NC?**
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.

**How many fee-only financial advisors are in Chapel Hill, NC?**
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.

**How many financial advisors in Chapel Hill, NC offer financial planning?**
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.

**Are the financial advisors in Chapel Hill, NC fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in North Carolina](https://advisorcensus.com/advisors/nc) (https://advisorcensus.com/advisors/nc.md)
- [Financial advisors in Durham, NC](https://advisorcensus.com/advisors/nc/durham) (https://advisorcensus.com/advisors/nc/durham.md)
- [Fee-only financial advisors in Durham, NC](https://advisorcensus.com/advisors/nc/durham/fee-only) (https://advisorcensus.com/advisors/nc/durham/fee-only.md)
- [Flat-fee financial advisors in Durham, NC](https://advisorcensus.com/advisors/nc/durham/flat-fee) (https://advisorcensus.com/advisors/nc/durham/flat-fee.md)
- [Hourly financial advisors in Durham, NC](https://advisorcensus.com/advisors/nc/durham/hourly) (https://advisorcensus.com/advisors/nc/durham/hourly.md)
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Cite as: AdvisorCensus. Financial advisors in Chapel Hill, NC: 32 firms from Form ADV filings as of October 2026.