Total Solutions Enterprise LLC
● SEC registered since 2022CRD 318036SEC# 801-123050Charlotte, NC
Reg. AUM
$315.8M
Employees
8
Accounts
696
Location
Charlotte, NC
Total Solutions Enterprise LLC assets under management
Total Solutions Enterprise LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2022. It reports $315.8 million in regulatory assets under management and employs 8 people.
Total Solutions Enterprise LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Blair Thompson Control | President, Cco | Under 5% | 2020 |
| Total Solutions Enterprise Holdings, LLC Control | Owner | Over 75% | 2020 |
| David Blair Thompson Control | President | Over 75% | 2020 |
Frequently asked questions
How much does Total Solutions Enterprise LLC manage?
Total Solutions Enterprise LLC reports $315.8 million in regulatory assets under management on its Form ADV.
How many employees does Total Solutions Enterprise LLC have?
Total Solutions Enterprise LLC reports 8 employees.
Where is Total Solutions Enterprise LLC located?
Total Solutions Enterprise LLC is based in Charlotte, NC and has been SEC-registered since 2022.
Does Total Solutions Enterprise LLC disclose fund performance?
Total Solutions Enterprise LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4500 Cameron Valley Parkway, Suite 130, Charlotte, NC 28211 |
| Phone | 704-575-1148 |
| Office hours | 9:00-5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$315.8M▲ 19%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,306 advisers
EmployeesTop 47%
More than 53% of 16,824 advisers
Assets under management
$315.8Mregulatory AUM
Discretionary $291.3MNon-discretionary $24.5M