Physicians Financial Services, Inc.
● SEC registered since 2006CRD 118519SEC# 801-66583Raleigh, NC
Reg. AUM
$482.3M
Employees
6
Accounts
569
Location
Raleigh, NC
Physicians Financial Services, Inc. assets under management
Physicians Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2006. It reports $482.3 million in regulatory assets under management and employs 6 people.
Physicians Financial Services, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cornelius Trawick McDonald Control | President, Chief Compliance Officer | Over 75% | 1987 |
Frequently asked questions
How much does Physicians Financial Services, Inc. manage?
Physicians Financial Services, Inc. reports $482.3 million in regulatory assets under management on its Form ADV.
How many employees does Physicians Financial Services, Inc. have?
Physicians Financial Services, Inc. reports 6 employees.
Where is Physicians Financial Services, Inc. located?
Physicians Financial Services, Inc. is based in Raleigh, NC and has been SEC-registered since 2006.
Does Physicians Financial Services, Inc. disclose fund performance?
Physicians Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 E. Six Forks Road, Suite 200, Raleigh, NC 27609 |
| Phone | 919-863-2355 |
| Fax | 919-865-1925 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1665518 |
| Discloses disciplinary history | No |
Regulatory AUM
$482.3M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$482.3Mregulatory AUM
Discretionary $478.9MNon-discretionary $3.4M