# 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.

- CRD: 149308
- Filed as: TARHEEL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chapel Hill, NC
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149308
- AdvisorCensus page: https://advisorcensus.com/firm/tarheel-advisors-llc-chapel-hill-nc-149308

## Quick answers

**How 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

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

### Regulatory assets under management (Item 5.F)
- Total: $137,773,753
- Discretionary: $121,599,394
- Non-discretionary: $16,174,359

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $25,850,349 |
| High net worth individuals | 57 | $96,984,799 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $14,898,066 |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | 1 | $40,539 |

### 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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 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.

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

### Websites listed on Form ADV (Item 1.I)
- tarheeladvisors.com
- Facebook @TARHEELADVISORS
- LinkedIn @ryan-glover-cfp-317aab4
- LinkedIn @walter-hinson-03a28511
- X @TARHEELADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $117,616,190 | 2 | January 4, 2025 |
| October 2026 | $137,773,753 | 2 | January 28, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tarheel Advisors, LLC (CRD 149308): Form ADV filing data as of October 2026.