AdvisorCensus / Financial advisors / North Carolina / Durham, NC / Fidelity Investments
Financial advisors in Durham, NC using Fidelity Investments
8 SEC-registered investment advisory firms headquartered in the Durham, NC metro area name Fidelity Investments 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 |
| Atlantic Private Wealth, LLC | Chapel Hill | SEC-registered investment adviser | $500 million to $1 billion |
| Delegate Advisors, LLC | Chapel Hill | SEC-registered investment adviser | $1 billion to $5 billion |
| Franklin Street Advisors Inc. | Chapel Hill | SEC-registered investment adviser | $1 billion to $5 billion |
| Hamilton Point Investment Advisors, LLC | Chapel Hill | SEC-registered investment adviser | $1 billion to $5 billion |
| Hilltop Wealth Advisors, LLC | Chapel Hill | SEC-registered investment adviser | $500 million to $1 billion |
| Kuhn Advisors, Inc. | Durham | SEC-registered investment adviser | $500 million to $1 billion |
| Verity Asset Management | Durham | SEC-registered investment adviser | $1 billion to $5 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. Fidelity Investments nationwide
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