AdvisorCensus / Financial advisors / North Carolina / Durham, NC / Charles Schwab
Financial advisors in Durham, NC using Charles Schwab
12 SEC-registered investment advisory firms headquartered in the Durham, 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 |
|---|---|---|---|
| Amphora Wealth Management, LLC | Chapel Hill | SEC-registered investment adviser | $100 million to $500 million |
| Cardinal Retirement Planning, Inc. | Chapel Hill | SEC-registered investment adviser | $100 million to $500 million |
| Eton Advisors | Chapel Hill | SEC-registered investment adviser | $1 billion to $5 billion |
| Frazier Financial Consultants, LLC | Chapel Hill | SEC-registered investment adviser | $100 million to $500 million |
| Integrated Wealthcare, LLC | Durham | SEC-registered investment adviser | $100 million to $500 million |
| Kuhn Advisors, Inc. | Durham | SEC-registered investment adviser | $500 million to $1 billion |
| Morgan Creek Capital Management, LLC | Chapel Hill | SEC-registered investment adviser | $1 billion to $5 billion |
| Old Peak Finance | Chapel Hill | SEC-registered investment adviser | $500 million to $1 billion |
| Pinafore Wealth Counsel Inc. | Durham | SEC-registered investment adviser | $100 million to $500 million |
| Safe Harbor Family Capital, LLC | Chapel Hill | SEC-registered investment adviser | $500 million to $1 billion |
| Sjbenen Advisory, LLC | Chapel Hill | SEC-registered investment adviser | $100 million to $500 million |
| Woodward Financial Advisors, Inc. | Chapel Hill | SEC-registered investment adviser | $500 million to $1 billion |
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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AdvisorCensus. Financial advisors in Durham, NC using Charles Schwab. https://advisorcensus.com/advisors/nc/durham/custodians/charles-schwab https://advisorcensus.com/advisors/nc/durham/custodians/charles-schwab