Tarheel Advisors, LLC
● SEC registered since 2025CRD 149308SEC# 801-131916Chapel Hill, NC
Reg. AUM
$137.8M
Employees
2
Accounts
389
Location
Chapel Hill, NC
Tarheel Advisors, LLC assets under management
Tarheel Advisors, LLC is an SEC-registered investment adviser based in Chapel Hill, NC. The firm has been registered since 2025. It reports $137.8 million in regulatory assets under management and employs 2 people.
Tarheel Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Verne Glover Control | Principal & Chief Compliance Officer | 50-75% | 2009 |
| Walter Armstrong Hinson Control | Principal | 50-75% | 2009 |
Frequently asked questions
How much does Tarheel Advisors, LLC manage?
Tarheel Advisors, LLC reports $137.8 million in regulatory assets under management on its Form ADV.
How many employees does Tarheel Advisors, LLC have?
Tarheel Advisors, LLC reports 2 employees.
Where is Tarheel Advisors, LLC located?
Tarheel Advisors, LLC is based in Chapel Hill, NC and has been SEC-registered since 2025.
Does Tarheel Advisors, LLC disclose fund performance?
Tarheel Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Market St, Ste G2, Chapel Hill, NC 27516 |
| Phone | 984-271-1993 |
| Fax | 984-271-1993 |
| Office hours | Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$137.8M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$137.8Mregulatory AUM
Discretionary $121.6MNon-discretionary $16.2M