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Fund Direct Advisors Inc.

● SEC registered since 2013CRD 155363SEC# 801-77794Greensboro, NC
Export (members)
Reg. AUM
$593M
Employees
4
Accounts
156
Location
Greensboro, NC

Fund Direct Advisors Inc. assets under management

Fund Direct Advisors Inc. is a registered investment adviser overseen by the SEC based in Greensboro, NC. The firm has been registered since 2013. It reports $593 million in regulatory assets under management and employs 4 people.

Fund Direct Advisors Inc. owners & executives

4 reported
NameTitleOwnershipSince
Charles Christopher Stanley ControlCeo / Chief Compliance Officer25-50%2020
Christopher Alan FrancisShareholder5-10%2010
William Elbert StanleyShareholderUnder 5%2020
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Frequently asked questions

How much does Fund Direct Advisors Inc. manage?

Fund Direct Advisors Inc. reports $593 million in regulatory assets under management on its Form ADV.

How many employees does Fund Direct Advisors Inc. have?

Fund Direct Advisors Inc. reports 4 employees.

Where is Fund Direct Advisors Inc. located?

Fund Direct Advisors Inc. is based in Greensboro, NC and has been SEC-registered since 2013.

Does Fund Direct Advisors Inc. disclose fund performance?

Fund Direct Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 State Street, Greensboro, NC 27408
Phone336-271-4450
Fax336-271-4455
Office hours9a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$593M▼ 2%
Feb '25 — $605MMar '25 — $605MApr '25 — $605MMay '25 — $605MJun '25 — $605MJul '25 — $605MAug '25 — $605MSep '25 — $605MOct '25 — $605MNov '25 — $605MDec '25 — $605MJan '26 — $605MFeb '26 — $605MMar '26 — $593MApr '26 — $593MMay '26 — $593MJun '26 — $593M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$593Mregulatory AUM
Discretionary $50MNon-discretionary $543M