Old North State Wealth Management, LLC

RIASEC Registered

Total AUM

$453M

Discretionary

$428M

95% of AUM

Avg account

$403K

Accounts

1,124

Employees

Advisory reps

Firm details

Headquarters: Wilmington, North Carolina
CRD number: 148659
Registered since: October 24, 2008
Website: www.oldnorthstatewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
Client types: HNWI72.6%
Individuals26.93%
Corporations / Businesses0.24%
Charitable Organizations0.15%
Pension & Profit Sharing Plans0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Old North State Wealth Management, LLC is an independent, owner-operated RIA that has been registered with the SEC since 2008. The firm serves both individual and family clients as well as institutional clients, positioning itself as a capital allocator that blends financial planning with discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting support, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, commissions, and other structures. The firm identifies as an active ESG investor and lists an industry affiliation with accounting professionals.