INTERSOUTH ADVISORS, INC.
Firm details
- Headquarters
- DURHAM, North Carolina
- CRD number
- 162113
- Registered since
- March 28, 2012
Firm profile
FINTRXOverview
Intersouth Advisors, Inc. is a corporate SEC-registered investment adviser (registration in 2012) that is owned individually rather than by a larger financial conglomerate. The firm does not identify as a multi-state adviser or an active ESG investor, and it is not classified in FINTRX’s categories. The firm’s public profile and reporting suggest its principal role is advising private investment vehicles rather than operating a traditional retail advisory business.
Assets & Accounts
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
Owners & executives
1 of 1KAY BURGESS
Chief Financial OfficerCRD 6048129
Contacts
2 of 2MITCH MUMMA
Managing General PartnerCRD 6048128
DENNIS DOUGHERTY
Founder and Managing General PartnerCRD 6048122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DURHAM, NC
DURHAM
Location
DURHAM, NC
Headquartered in DURHAM, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- DURHAM
- Address
- 4711 Hope Valley Rd
- Time zone
- ET (UTC-5)
- Office locations
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