C2 Investment Group
Firm details
- Headquarters
- Mooresville, North Carolina
- CRD number
- 119473
- Website
- www.c2ig.com
- Fee structure
- Percentage of AUM
Firm profile
FINTRXOverview
C2 Investment Group is organized as a corporation and is classified in FINTRX as an institutional registered investment adviser. Ownership is listed as individual, and the firm operates on a percentage-of-AUM fee model. FINTRX records the firm’s primary business activity as serving as an “other financial product salesperson,” and it does not identify C2 Investment Group as a capital allocator or as an active ESG investor. The firm is not flagged as a multistate adviser, newly formed adviser, pension consultant, or related adviser in the dataset.
Assets & Accounts
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
Contacts
3 of 3Mark Teichman
Co-OwnerCRD 1837966
Joe Silvas
OwnerCRD 1403440
Carl Ballard
Financial OfficerCRD 4316614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mooresville, NC
Iredell
Location
Mooresville, NC
Headquartered in Mooresville, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Iredell
- Address
- 106 Langtree Village Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Naples Private Capital, LLC
RIAMooresville, NC
Everstar Asset Management, LLC
RIAMooresville, NC
Castle Wealth Group
RIAMooresville, NC
Crown Private Wealth, LLC
RIAMooresville, NC
Jarrod Adams Investing, LLC
RIAMooresville, NC
Namcoa
RIAMooresville, NC