Hollingsworth Avent Averre & Purvis, PA
● SEC registered since 2018CRD 118943SEC# 801-113444Raleigh, NC
Reg. AUM
$177.4M
Employees
3
Accounts
152
Location
Raleigh, NC
About Hollingsworth Avent Averre & Purvis, PA
Hollingsworth Avent Averre & Purvis is a CPA firm providing tax, accounting, auditing, and wealth management for businesses and families. It emphasizes comprehensive financial solutions tailored to local business needs alongside growing and protecting assets.
Summary based on the firm’s website.
Hollingsworth Avent Averre & Purvis, PA assets under management
Hollingsworth Avent Averre & Purvis, PA is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2018. It reports $177.4 million in regulatory assets under management and employs 3 people.
Hollingsworth Avent Averre & Purvis, PA owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley P. Jones | Treasurer | Under 5% | 2021 |
| Charles Wilson Averre Control | President & Cco | 25-50% | 1999 |
| Timothy Martin Avent Control | Vice President | 25-50% | 2014 |
| Tina Roberts Purvis Control | Secretary | 10-25% | 2001 |
Frequently asked questions
How much does Hollingsworth Avent Averre & Purvis, PA manage?
Hollingsworth Avent Averre & Purvis, PA reports $177.4 million in regulatory assets under management on its Form ADV.
How many employees does Hollingsworth Avent Averre & Purvis, PA have?
Hollingsworth Avent Averre & Purvis, PA reports 3 employees.
Where is Hollingsworth Avent Averre & Purvis, PA located?
Hollingsworth Avent Averre & Purvis, PA is based in Raleigh, NC and has been SEC-registered since 2018.
Does Hollingsworth Avent Averre & Purvis, PA disclose fund performance?
Hollingsworth Avent Averre & Purvis, PA is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 300 W. Millbrook Road, Raleigh, NC 27609 |
| Phone | 919-848-4100 |
| Fax | 919-846-9949 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.4M▲ 26%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$177.4Mregulatory AUM
Discretionary $177.4M