RIA Intel›Advisers›North Carolina›ATARAXIS CAPITAL, LLC

ATARAXIS CAPITAL, LLC

Advisory

NC

Data as of Jun 17, 2026 · Source: SEC Form ADV

Average account
$140K
across 7 accounts
AUM per adviser
$983K
1 adviser

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM
$983K
Discretionary %
100%
Clients
6
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$983K
Discretionary AUM$983K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

YATALIE CAPITAL MANAGEMENT CO, CREATO FUNDS L.P.
CHARLOTTE, NC
$1M
LLEWELLYN FINANCIAL LLC
$940K
EMERALD HAVEN INVESTMENTS CORP
$1M
PB WEALTH, LLC
CHARLOTTE, NC
$1M
KEYWELL FINANCIAL GROUP LLC
$857K
LEGACY WEALTH MANAGEMENT, LLC
CHARLOTTE, NC
$818K

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