# Financial advisors for high-net-worth individuals in Durham, NC

> AdvisorCensus lists 45 investment advisory firms with a principal office in the Durham metro area that report high-net-worth individuals among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/nc/durham/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 45
- Registration: SEC-registered investment adviser: 23, State-registered investment adviser: 22
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 21 (47%); Percentage of assets 40 (89%); Hourly charges 26 (58%); Fixed fees 33 (73%); Performance-based fees 2 (4%); Other 3 (7%)
- Regulatory assets under management (Item 5.F): Under $25 million 10 (22%); $25 million to $100 million 10 (22%); $100 million to $500 million 9 (20%); $500 million to $1 billion 7 (16%); $1 billion to $5 billion 7 (16%); Not reported 2 (4%)
- Years registered: Under 5 years 16 (36%); 5 to 9 years 9 (20%); 10 to 19 years 10 (22%); 20 years or more 9 (20%); Not reported 1 (2%)

## Firms (page 1 of 1, 1 to 45 of 45, 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 |
| [Ataraxis Capital, LLC](https://advisorcensus.com/firm/ataraxis-capital-llc-durham-nc-338150) ([md](https://advisorcensus.com/firm/ataraxis-capital-llc-durham-nc-338150.md)) | 338150 | Durham, NC | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Performance fee |
| [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 |
| [Based Capital Wealth LLC](https://advisorcensus.com/firm/based-capital-wealth-llc-durham-nc-333173) ([md](https://advisorcensus.com/firm/based-capital-wealth-llc-durham-nc-333173.md)) | 333173 | Durham, NC | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, 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 |
| [Brooks Financial of North Carolina, LLC](https://advisorcensus.com/firm/brooks-financial-of-north-carolina-llc-durham-nc-317158) ([md](https://advisorcensus.com/firm/brooks-financial-of-north-carolina-llc-durham-nc-317158.md)) | 317158 | Durham, NC | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [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 |
| [Center Peak Financial](https://advisorcensus.com/firm/center-peak-financial-durham-nc-335440) ([md](https://advisorcensus.com/firm/center-peak-financial-durham-nc-335440.md)) | 335440 | Durham, NC | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [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 |
| [Diversified Investment Services LLC](https://advisorcensus.com/firm/diversified-investment-services-llc-durham-nc-288689) ([md](https://advisorcensus.com/firm/diversified-investment-services-llc-durham-nc-288689.md)) | 288689 | Durham, NC | State-registered investment adviser | $25 million to $100 million | 9 | % 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 |
| [Fryar Financial](https://advisorcensus.com/firm/fryar-financial-durham-nc-315944) ([md](https://advisorcensus.com/firm/fryar-financial-durham-nc-315944.md)) | 315944 | Durham, NC | State-registered investment adviser | Under $25 million | 5 | % of assets, Fixed fee |
| [Fulbright Financial Consulting, PA](https://advisorcensus.com/firm/fulbright-financial-consulting-pa-durham-nc-117891) ([md](https://advisorcensus.com/firm/fulbright-financial-consulting-pa-durham-nc-117891.md)) | 117891 | Durham, NC | State-registered investment adviser | $25 million to $100 million | 25 | % 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 |
| [Integrated Wealthcare, LLC](https://advisorcensus.com/firm/integrated-wealthcare-llc-durham-nc-312929) ([md](https://advisorcensus.com/firm/integrated-wealthcare-llc-durham-nc-312929.md)) | 312929 | Durham, NC | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Kuhn Advisors, Inc.](https://advisorcensus.com/firm/kuhn-advisors-inc-durham-nc-117816) ([md](https://advisorcensus.com/firm/kuhn-advisors-inc-durham-nc-117816.md)) | 117816 | Durham, NC | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets, Hourly, Fixed fee |
| [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 |
| [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 |
| [Millennium Planning Group, LLC](https://advisorcensus.com/firm/millennium-planning-group-llc-pittsboro-nc-322368) ([md](https://advisorcensus.com/firm/millennium-planning-group-llc-pittsboro-nc-322368.md)) | 322368 | Pittsboro, NC | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [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 |
| [Onyx Wealth Management, LLC](https://advisorcensus.com/firm/onyx-wealth-management-llc-durham-nc-332972) ([md](https://advisorcensus.com/firm/onyx-wealth-management-llc-durham-nc-332972.md)) | 332972 | Durham, NC | State-registered investment adviser | Under $25 million | 2 | % 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 |
| [Pinafore Wealth Counsel Inc.](https://advisorcensus.com/firm/pinafore-wealth-counsel-inc-durham-nc-170540) ([md](https://advisorcensus.com/firm/pinafore-wealth-counsel-inc-durham-nc-170540.md)) | 170540 | Durham, NC | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Queenfin LLC](https://advisorcensus.com/firm/queenfin-llc-pittsboro-nc-281550) ([md](https://advisorcensus.com/firm/queenfin-llc-pittsboro-nc-281550.md)) | 281550 | Pittsboro, NC | State-registered investment adviser | Not reported | Not reported | Fixed fee |
| [Reliance Financial Group, Inc.](https://advisorcensus.com/firm/reliance-financial-group-inc-durham-nc-118395) ([md](https://advisorcensus.com/firm/reliance-financial-group-inc-durham-nc-118395.md)) | 118395 | Durham, NC | State-registered investment adviser | Under $25 million | 24 | % of assets, Fixed fee |
| [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 |
| [SLP Wealth](https://advisorcensus.com/firm/slp-wealth-durham-nc-325631) ([md](https://advisorcensus.com/firm/slp-wealth-durham-nc-325631.md)) | 325631 | Durham, NC | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [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 |
| [Sycamore Financial Planning, LLC](https://advisorcensus.com/firm/sycamore-financial-planning-llc-durham-nc-159212) ([md](https://advisorcensus.com/firm/sycamore-financial-planning-llc-durham-nc-159212.md)) | 159212 | Durham, NC | State-registered investment adviser | $100 million to $500 million | 14 | 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 |
| [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 |
| [Verity Asset Management](https://advisorcensus.com/firm/verity-asset-management-durham-nc-158667) ([md](https://advisorcensus.com/firm/verity-asset-management-durham-nc-158667.md)) | 158667 | Durham, NC | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Hourly, Fixed fee |
| [Wolfbridge Wealth](https://advisorcensus.com/firm/wolfbridge-wealth-durham-nc-148317) ([md](https://advisorcensus.com/firm/wolfbridge-wealth-durham-nc-148317.md)) | 148317 | Durham, NC | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly, 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

**Which financial advisors in Durham, NC work with high-net-worth individuals?**
45 investment advisory firms with a principal office in the Durham metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Durham, NC?**
AdvisorCensus lists 70 investment advisory firms with a principal office in the Durham metro area, from Form ADV filings as of October 2026: 26 SEC-registered, 31 state-registered, and 13 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 Durham, NC?**
25 of the 70 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 Durham, NC offer financial planning?**
44 of the 57 firms in Durham, 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 Durham, 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 25 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)
- [Financial advisors in Chapel Hill, NC](https://advisorcensus.com/advisors/nc/durham/chapel-hill) (https://advisorcensus.com/advisors/nc/durham/chapel-hill.md)
- [Financial advisors in Charlotte](https://advisorcensus.com/advisors/nc/charlotte) (https://advisorcensus.com/advisors/nc/charlotte.md)
- [Financial advisors in Raleigh](https://advisorcensus.com/advisors/nc/raleigh) (https://advisorcensus.com/advisors/nc/raleigh.md)
- [Financial advisors in Greensboro](https://advisorcensus.com/advisors/nc/greensboro) (https://advisorcensus.com/advisors/nc/greensboro.md)
- [Financial advisors in Winston-Salem](https://advisorcensus.com/advisors/nc/winston-salem) (https://advisorcensus.com/advisors/nc/winston-salem.md)
- [Financial advisors in Asheville](https://advisorcensus.com/advisors/nc/asheville) (https://advisorcensus.com/advisors/nc/asheville.md)
- [Financial advisors in Wilmington](https://advisorcensus.com/advisors/nc/wilmington) (https://advisorcensus.com/advisors/nc/wilmington.md)
- [Financial advisors in Pinehurst](https://advisorcensus.com/advisors/nc/pinehurst) (https://advisorcensus.com/advisors/nc/pinehurst.md)
- [Financial advisors in Greenville](https://advisorcensus.com/advisors/nc/greenville) (https://advisorcensus.com/advisors/nc/greenville.md)

Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Durham, NC: 45 firms from Form ADV filings as of October 2026.