AdvisorCensus / Financial advisors / North Carolina / Durham / Tarheel Advisors, LLC
Tarheel Advisors, LLC is an SEC-registered investment advisory firm in Chapel Hill, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.
Quick answers
From the filingHow is Tarheel Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Tarheel Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Tarheel Advisors, LLC located?
Tarheel Advisors, LLC's principal office is in Chapel Hill, NC, according to its Form ADV; the February 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Tarheel Advisors, LLC registered with the SEC or a state?
Tarheel Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 149308.
How much does Tarheel Advisors, LLC manage?
Tarheel Advisors, LLC reports $137,773,753 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (88% discretionary).
How have Tarheel Advisors, LLC's assets and staff changed since 2025?
In the Form ADV data for Tarheel Advisors, LLC: Regulatory assets under management: $117,616,190 in the October 2025 data and $137,773,753 in the October 2026 data, up 17%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Tarheel Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81); high net worth individuals (57); pension and profit sharing plans (but not the plan participants or government pension plans) (2).
Does Tarheel Advisors, 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/149308
What changed in Tarheel Advisors, LLC's recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $117,616,190 to $137,773,753 (+17%). Added an office in Greensboro, NC. No longer lists an office in Chapel Hill, NC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated January 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$137,773,753 as of October 2026, filing dated January 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the February 2026 filing
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $137,773,753 | 2 | January 28, 2026 |
| October 2025 | $117,616,190 | 2 | January 4, 2025 |
Regulatory assets under management: $117,616,190 in the October 2025 data and $137,773,753 in the October 2026 data, up 17%.
Total employees: 2 in October 2025 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $117,616,190 to $137,773,753 (+17%).
- Added an office in Greensboro, NC.
- No longer lists an office in Chapel Hill, NC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Tarheel Advisors, LLC (CRD 149308): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tarheel-advisors-llc-chapel-hill-nc-149308