RIA Intel›Advisers›North Carolina›ALLEVID, INC.

ALLEVID, INC.

Advisory

NC

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account
$1M
across 3 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
3
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

FAVORED FINANCIAL PLANNING, LLC
$3M
DIDOMENICO INVESTMENTS LLC
$4M
BUTTON & BUTTON WEALTH MANAGEMENT LLC
GREENSBORO, NC
$3M
ROUND TABLE INVESTMENT SERVICES, LLC
$3M
CLEF FINANCIAL, LLC
GREENSBORO, NC
$3M
HAMMERHEAD FINANCIAL STRATEGIES, LLC
$4M

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