{
  "crd_number": 325013,
  "slug": "bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013",
  "primary_business_name": "BOLIN CREEK WEALTH ADVISORS LLC",
  "legal_name": "BOLIN CREEK WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Chapel Hill",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "20500",
  "metro": {
    "cbsa_code": "20500",
    "common_name": "Durham",
    "msa_name": "Durham-Chapel Hill, NC",
    "path": "/advisors/nc/durham"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-03-10",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-06",
  "carried_forward": false,
  "raum_total": 23825162.0,
  "raum_discretionary": 23825162.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2838770.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 20986392.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://bolincreekadvisors.com",
    "https://linkedin.com/in/austinbrown2",
    "https://linkedin.com/in/joseph-m-marques"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325013",
  "city_as_filed": "CHAPEL HILL",
  "url": "https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013",
  "display_name": "Bolin Creek Wealth Advisors LLC",
  "summary": "Bolin Creek Wealth Advisors LLC is a state-registered investment advisory firm in Chapel Hill, NC, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.",
  "citation": "AdvisorCensus. Bolin Creek Wealth Advisors LLC (CRD 325013): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Bolin Creek Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bolin Creek Wealth Advisors LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Bolin Creek Wealth Advisors LLC located?",
      "a": "Bolin Creek Wealth Advisors LLC's principal office is in Chapel Hill, NC, according to its Form ADV."
    },
    {
      "q": "Is Bolin Creek Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Bolin Creek Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325013."
    },
    {
      "q": "How much does Bolin Creek Wealth Advisors LLC manage?",
      "a": "Bolin Creek Wealth Advisors LLC reports $23,825,162 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Bolin Creek Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (10); individuals (other than high net worth individuals) (6)."
    },
    {
      "q": "Does Bolin Creek Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/325013"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bolin-creek-wealth-advisors-llc-chapel-hill-nc-325013.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 2838770.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 20986392.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325013",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}