Uwharrie Investment Advisors, Inc.
● SEC registered since 2005CRD 117592SEC# 801-63767Albemarle, NC
Reg. AUM
$337.8M
Employees
14
Accounts
877
Location
Albemarle, NC
Uwharrie Investment Advisors, Inc. assets under management
Uwharrie Investment Advisors, Inc. is an SEC-registered investment adviser based in Albemarle, NC. The firm has been registered since 2005. It reports $337.8 million in regulatory assets under management and employs 14 people.
Uwharrie Investment Advisors, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christy Davis Stoner Control | Ceo/Ic/Director | Under 5% | 1991 |
| David C. Gaskin Control | Executive Vice President | Under 5% | 2012 |
| Kyle Vann Eudy Control | Executive Vice President | Under 5% | 2021 |
| Misty Whitley Thornburg Control | Senior Vp/Operations & Data Manager/Ic/Cco | Under 5% | 2005 |
| Roger Lee Dick Control | Investment Committee | Under 5% | 1996 |
| Uwharrie Capital Corp Control | 100% Owner | Over 75% | 1999 |
Frequently asked questions
How much does Uwharrie Investment Advisors, Inc. manage?
Uwharrie Investment Advisors, Inc. reports $337.8 million in regulatory assets under management on its Form ADV.
How many employees does Uwharrie Investment Advisors, Inc. have?
Uwharrie Investment Advisors, Inc. reports 14 employees.
Where is Uwharrie Investment Advisors, Inc. located?
Uwharrie Investment Advisors, Inc. is based in Albemarle, NC and has been SEC-registered since 2005.
Does Uwharrie Investment Advisors, Inc. disclose fund performance?
Uwharrie Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 132 North First Street, Albemarle, NC 28001 |
| Phone | 704-983-5959 |
| Fax | 704-982-4520 |
| Office hours | 9:00a.m.- 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$337.8M▲ 21%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,306 advisers
EmployeesTop 32%
More than 68% of 16,824 advisers
Assets under management
$337.8Mregulatory AUM
Discretionary $337.8M