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Absher Wealth Management, LLC

● SEC registered since 2019CRD 304642SEC# 801-117177Chapel Hill, NC
Export (members)
Reg. AUM
$1.26B
Employees
9
Accounts
2,468
Location
Chapel Hill, NC

About Absher Wealth Management

Absher Wealth Management is a fee-only registered investment adviser and fiduciary offering asset management, financial planning, and investor education. Clients own their stocks directly while the firm manages them using fundamental research, a margin-of-safety mindset, and long-term holdings. Planning covers retirement, estate, and education goals without commissions or product sales incentives.
Summary based on the firm’s website.

Absher Wealth Management, LLC assets under management

Absher Wealth Management, LLC operates as an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2019. It reports $1.3 billion in regulatory assets under management and employs 9 people.

Absher Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Jennifer Lynn OravskySenior Wealth Planner5-10%2019
Kevin L Mishoe ControlChief Compliance OfficerUnder 5%2019
Michael Forester Absher ControlManaging Director & PresidentOver 75%2019

Frequently asked questions

How much does Absher Wealth Management, LLC manage?

Absher Wealth Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Absher Wealth Management, LLC have?

Absher Wealth Management, LLC reports 9 employees.

Where is Absher Wealth Management, LLC located?

Absher Wealth Management, LLC is based in Chapel Hill, NC and has been SEC-registered since 2019.

Does Absher Wealth Management, LLC disclose fund performance?

Absher Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1450 Raleigh Road,, Suite 105, Chapel Hill, NC 27517
Phone919-283-2340
Office hours8:30-5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$1.26B▲ 15%
Mar '25 — $1.1BApr '25 — $1.1BMay '25 — $1.1BJun '25 — $1.1BJul '25 — $1.1BAug '25 — $1.1BSep '25 — $1.1BOct '25 — $1.1BNov '25 — $1.1BDec '25 — $1.1BJan '26 — $1.1BFeb '26 — $1.1BMar '26 — $1.26BApr '26 — $1.26BMay '26 — $1.26BJun '26 — $1.26BJul '26 — $1.26BAug '26 — $1.26BSep '26 — $1.26BOct '26 — $1.26B
Mar '25Form ADV, monthlyOct '26

How this firm compares

Regulatory AUMTop 29%
Larger than 71% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers

Assets under management

$1.26Bregulatory AUM
Discretionary $1.17BNon-discretionary $93.4M