RIA Intel›Advisers›North Carolina›ADTIGO INVESTMENT ADVISORS, LLC

ADTIGO INVESTMENT ADVISORS, LLC

Advisory

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

Average account

$1M

across 14 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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FRYAR FINANCIAL, LLC

DURHAM, NC

$19M

JPFG WEALTH MANAGEMENT, L.L.C.

CHARLOTTE, NC

$19M

BOOTH ASSET MANAGEMENT, LLC

$21M

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