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Hollingsworth Avent Averre & Purvis, PA

● SEC registered since 2018CRD 118943SEC# 801-113444Raleigh, NC
Export (members)
Reg. AUM
$177.4M
Employees
3
Accounts
152
Location
Raleigh, NC

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
NameTitleOwnershipSince
Ashley P. JonesTreasurerUnder 5%2021
Charles Wilson Averre ControlPresident & Cco25-50%1999
Timothy Martin Avent ControlVice President25-50%2014
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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

Address300 W. Millbrook Road, Raleigh, NC 27609
Phone919-848-4100
Fax919-846-9949
Office hours8a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$177.4M▲ 26%
Feb '25 — $140.5MMar '25 — $154.5MApr '25 — $154.5MMay '25 — $154.5MJun '25 — $154.5MJul '25 — $154.5MAug '25 — $154.5MSep '25 — $154.5MOct '25 — $154.5MNov '25 — $154.5MDec '25 — $154.5MJan '26 — $154.5MFeb '26 — $154.5MMar '26 — $177.4MApr '26 — $177.4MMay '26 — $177.4MJun '26 — $177.4M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$177.4Mregulatory AUM
Discretionary $177.4M