ABSHER WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- CHAPEL HILL, North Carolina
- CRD number
- 304642
- Registered since
- August 13, 2019
- Website
- absherwealth.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.74%
- Individuals6.59%
- Charitable Organizations2.44%
- Pension & Profit Sharing Plans1.02%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Absher Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation structures include AUM-based fees alongside hourly and fixed-fee arrangements. The firm is equity-oriented (preferring exchange-traded equities) and is not positioned as a capital allocator; rather, it uses third-party external managers for alternative exposures. Absher is not an active ESG investor and does not present itself as a multi-state adviser. The firm was recognized by Forbes on its Top RIA Firms list in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Non-Exchange Traded Equities19%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
- Public Funds/Mutual Funds1%
Owners & executives
2 of 2MICHAEL ABSHER
Founder and Chief Investment OfficerCRD 2756872
KEVIN MISHOE
Chief Compliance OfficerCRD 5437254
Contacts
3 of 5ROBERT ROLAND
Wealth PlannerCRD 4212103
CHRISTINE FOSTER-PERRY
Wealth PlannerCRD 4568902
ZAKARIYA WAHDAN
Investment Advisor RepresentativeCRD 6812480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$299K in ETFs
100%
$299K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $289K | 900 | 96.64% |
Location
CHAPEL HILL, NC
ORANGE
Location
CHAPEL HILL, NC
Headquartered in CHAPEL HILL, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- ORANGE
- Address
- 1450 Raleigh Rd
- Time zone
- ET (UTC-5)
- Office locations
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