NC MONEY MANAGEMENT, INC.

Overview

NC Money Management, Inc. is a small, independently owned registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with accounting-related services—its regulatory filings list "accountant" among its business and industry activities. Ownership is individual rather than institutional, and the adviser operates on a fee basis that includes a percentage of assets under management as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Its client focus and service mix indicate a high-touch advisory model tailored to a limited number of relatively large retail relationships rather than a mass-market or institutional client base.

Assets & Accounts

Investments & Alternatives