# Hollingsworth Avent Averre & Purvis, PA

> Hollingsworth Avent Averre & Purvis, PA is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 118943
- Filed as: HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118943
- AdvisorCensus page: https://advisorcensus.com/firm/hollingsworth-avent-averre-and-purvis-pa-raleigh-nc-118943

## Quick answers

**How is Hollingsworth Avent Averre & Purvis, PA compensated?**
On its Form ADV (Item 5.E, October 2026), Hollingsworth Avent Averre & Purvis, PA reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Hollingsworth Avent Averre & Purvis, PA charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $300 an hour (Non-continuous investment advice and general financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hollingsworth Avent Averre & Purvis, PA located?**
Hollingsworth Avent Averre & Purvis, PA's principal office is in Raleigh, NC, according to its Form ADV.

**Is Hollingsworth Avent Averre & Purvis, PA registered with the SEC or a state?**
Hollingsworth Avent Averre & Purvis, PA is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 118943.

**How much does Hollingsworth Avent Averre & Purvis, PA manage?**
Hollingsworth Avent Averre & Purvis, PA reports $177,409,470 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Hollingsworth Avent Averre & Purvis, PA's assets and staff changed since 2021?**
In the Form ADV data for Hollingsworth Avent Averre & Purvis, PA: Regulatory assets under management: $127,501,078 in the October 2021 data and $177,409,470 in the October 2026 data, up 39%. Total employees: 11 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hollingsworth Avent Averre & Purvis, PA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (44); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Hollingsworth Avent Averre & Purvis, PA use?**
Hollingsworth Avent Averre & Purvis, PA's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hollingsworth Avent Averre & Purvis, PA 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/118943

**Does Hollingsworth Avent Averre & Purvis, PA state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "Hollingsworth Avent Averre & Purvis, P.A. has an account minimum of $500,000.00, although in some cases exceptions may be made."

**What changed in Hollingsworth Avent Averre & Purvis, PA's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $154,466,847 to $177,409,470 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Hollingsworth Avent Averre & Purvis, P.A. has an account minimum of $500,000.00, although in some cases exceptions may be made.

- Hourly rate: $300 an hour (Non-continuous investment advice and general financial planning)

> Non-continuous investment advice and general financial planning is billed at up to $300.00 per hour, depending on the level of and types of services, and usually with a predetermined cap.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $177,409,470
- Discretionary: $177,409,470
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $31,502,214 |
| High net worth individuals | 44 | $139,395,268 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $5,727,563 |
| Corporations or other businesses not listed above | 2 | $784,425 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [haacpa.com](https://haacpa.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $127,501,078 | 11 | June 11, 2021 |
| October 2022 | $142,325,738 | 3 | April 8, 2022 |
| October 2023 | $124,292,701 | 3 | April 18, 2023 |
| October 2024 | $140,492,903 | 3 | March 29, 2024 |
| October 2025 | $154,466,847 | 3 | March 20, 2025 |
| October 2026 | $177,409,470 | 3 | March 30, 2026 |

Regulatory assets under management: $127,501,078 in the October 2021 data and $177,409,470 in the October 2026 data, up 39%.
Total employees: 11 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $154,466,847 to $177,409,470 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hollingsworth Avent Averre & Purvis, PA (CRD 118943): Form ADV filing data as of October 2026.