{
  "crd_number": 149308,
  "slug": "tarheel-advisors-llc-chapel-hill-nc-149308",
  "primary_business_name": "TARHEEL ADVISORS, LLC",
  "legal_name": "TARHEEL 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": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-03",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-28",
  "carried_forward": false,
  "raum_total": 137773753.0,
  "raum_discretionary": 121599394.0,
  "raum_non_discretionary": 16174359.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 25850349.0,
      "count": 81
    },
    "banking_thrift": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 14898066.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 96984799.0,
      "count": 57
    },
    "corporations_other_businesses": {
      "raum": 40539.0,
      "count": 1,
      "fewer_than_5": true
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC"
  ],
  "websites": [
    "https://facebook.com/TARHEELADVISORS",
    "https://linkedin.com/in/ryan-glover-cfp-317aab4",
    "https://linkedin.com/in/walter-hinson-03a28511",
    "https://tarheeladvisors.com",
    "https://twitter.com/TARHEELADVISORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149308",
  "city_as_filed": "CHAPEL HILL",
  "url": "https://advisorcensus.com/firm/tarheel-advisors-llc-chapel-hill-nc-149308",
  "display_name": "Tarheel Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Tarheel Advisors, LLC (CRD 149308): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Tarheel Advisors, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does Tarheel Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 28, 2026 states: Hourly rate: $300 an hour (a financial review and creation of a full financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Tarheel Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Tarheel Advisors, LLC registered with the SEC or a state?",
      "a": "Tarheel Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 149308."
    },
    {
      "q": "How much does Tarheel Advisors, LLC manage?",
      "a": "Tarheel Advisors, LLC reports $137,773,753 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (88% discretionary)."
    },
    {
      "q": "How have Tarheel Advisors, LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Tarheel Advisors, LLC serve?",
      "a": "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)."
    },
    {
      "q": "Does Tarheel 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 SEC record: https://adviserinfo.sec.gov/firm/summary/149308"
    },
    {
      "q": "What changed in Tarheel Advisors, LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 117616190.0,
      "total_employees": 2,
      "filing_date": "2025-01-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 137773753.0,
      "total_employees": 2,
      "filing_date": "2026-01-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (a financial review and creation of a full financial plan)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (a financial review and creation of a full financial plan)"
        ],
        "quotes": [
          "Tarheel Advisors charges $300/hour for a financial review and creation of a full financial plan."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "a financial review and creation of a full financial plan"
        }
      ]
    },
    "quotes": [
      "Tarheel Advisors charges $300/hour for a financial review and creation of a full financial plan."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/tarheel-advisors-llc-chapel-hill-nc-149308.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 81,
      "fewer_than_5": false,
      "raum": 25850349.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 96984799.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 14898066.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 40539.0
    }
  ],
  "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/149308",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}