SOUTH ATLANTIC ENTERPRISES, INC.

Broker-DealerFINRA MemberEst. 1998
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
42790
Registered since
February 4, 1998

Firm profile

FINTRX

Overview

South Atlantic Enterprises, Inc. is organized as a corporation and has been registered with the SEC since 1998. The firm is privately owned by an individual and is classified in FINTRX as "Unclassified," with limited public reporting about its advisory activities or investment objectives. FINTRX indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not registered as a multi-state adviser. It also shows the firm is not listed as a pension consultant and has no related adviser affiliations reported. Those attributes suggest a narrow, private operating footprint rather than a multi-jurisdictional or institutional-focused advisory platform. The firm has not provided detail on client types, fee arrangements, investment strategies, or manager allocation preferences in the available data. That lack of disclosure makes it difficult to characterize the business model, client segments, or portfolio approach based on the current record.

Assets & Accounts

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

1 of 1
  • ROBERT ABBOTT

    Owner, Investment Advisor RepresentativeCRD 1491973

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RALEIGH, NC

WAKE

Location

RALEIGH, NC

Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
4030 Wake Forest Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth