RIA Intel›Advisers›North Carolina›ABSHER WEALTH MANAGEMENT, LLC

ABSHER WEALTH MANAGEMENT, LLC

Advisory

N·CHAPEL HILL, NC

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+16.0%
3-Year CAGR
+10.3%
Employees
7
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.2B
Non-Discretionary AUM$93M
Discretionary %92.6%
Total Clients661
Team
Total Employees7
Investment Advisers9
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record13
First FilingJul 16, 2019
Latest FilingMar 19, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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