Coharie Tribal Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Waxhaw, North Carolina
CRD number
323965
Registered since
September 11, 2026

Firm profile

FINTRX

Overview

Coharie Tribal Capital LLC is organized as a limited liability company and is listed with a mix of ownership types: a domestic entity alongside an individual owner. The firm's classification in the dataset is "Unclassified," and it is not identified as a capital allocator. It also does not self-identify as an active ESG investor. Other reported firm attributes indicate it is not operating across multiple states as an adviser, it is not flagged as a newly formed adviser, and it is not described as a pension consultant or a related adviser. The dataset provides no business-activity detail such as advisory services, fee structures, or client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Deborah Agerton

    FinOpCRD 4460597

  • Timothy Barna

    Timothy Barna

    CRD 2167246

  • Dean Vernoia

    Dean Vernoia

    Registered RepresentativeCRD 1723925

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Waxhaw, NC

Union

Location

Waxhaw, NC

Headquartered in Waxhaw, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Union
Address
4201 Oxford Mill Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth