# Absher Wealth Management, LLC

> Absher Wealth Management, LLC is an SEC-registered investment advisory firm in Chapel Hill, NC, registered since 2019, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 304642
- Filed as: ABSHER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304642
- AdvisorCensus page: https://advisorcensus.com/firm/absher-wealth-management-llc-chapel-hill-nc-304642

## Quick answers

**How is Absher Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Absher Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Absher Wealth Management, LLC located?**
Absher Wealth Management, LLC's principal office is in Chapel Hill, NC, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Absher Wealth Management, LLC registered with the SEC or a state?**
Absher Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304642.

**How much does Absher Wealth Management, LLC manage?**
Absher Wealth Management, LLC reports $1,260,905,144 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (93% discretionary).

**How have Absher Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Absher Wealth Management, LLC: Regulatory assets under management: $609,032,733 in the October 2021 data and $1,260,905,144 in the October 2026 data, up 107%. Total employees: 5 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Absher Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (377); individuals (other than high net worth individuals) (288); pension and profit sharing plans (but not the plan participants or government pension plans) (10).

**Which custodians does Absher Wealth Management, LLC use?**
Absher Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Absher Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304642

**What changed in Absher Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,095,336,399 to $1,260,905,144 (+15%). Registered or notice-filed in CA, IL, UT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,260,905,144
- Discretionary: $1,167,460,559
- Non-discretionary: $93,444,585

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 288 | $83,071,607 |
| High net worth individuals | 377 | $1,131,553,415 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $12,902,351 |
| Charitable organizations | 9 | $30,747,650 |
| Corporations or other businesses not listed above | 7 | $2,630,121 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 9 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, CA, FL, GA, IL, LA, MA, MD, NC, NH, NJ, OH, SC, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Raleigh, NC
- Wilkesboro, NC

### Websites listed on Form ADV (Item 1.I)
- absherwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $609,032,733 | 5 | June 8, 2021 |
| October 2022 | $813,332,194 | 5 | March 21, 2022 |
| October 2023 | $750,613,762 | 7 | March 22, 2023 |
| October 2024 | $944,342,749 | 8 | July 3, 2024 |
| October 2025 | $1,095,336,399 | 8 | March 28, 2025 |
| October 2026 | $1,260,905,144 | 9 | May 20, 2026 |

Regulatory assets under management: $609,032,733 in the October 2021 data and $1,260,905,144 in the October 2026 data, up 107%.
Total employees: 5 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,095,336,399 to $1,260,905,144 (+15%).
- Registered or notice-filed in CA, IL, UT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Absher Wealth Management, LLC (CRD 304642): Form ADV filing data as of October 2026.