Old North State Wealth Management, LLC

RIASEC RegisteredEst. 2008

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, SEC‑registered registered investment adviser organized as an LLC and operating since 2008. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selection of other advisers. The firm bills through a mix of percentage‑of‑AUM fees plus hourly, fixed, commission and other arrangements. The firm signals a focus on responsible investing; it is identified as an active ESG investor. It also maintains an industry affiliation with accounting professionals, which suggests coordination with tax and reporting needs for clients.