RIA Intel›Advisers›North Carolina›BLUE RIDGE FINANCIAL SERVICES LLC

BLUE RIDGE FINANCIAL SERVICES LLC

Advisory

NC

Data as of Feb 26, 2026 · Source: SEC Form ADV

Average account
$348K
across 5 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
2
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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

RIGHT PATH FINANCIAL PLANNING, L.L.C.
$2M
ALLUVIAL WEALTH MANAGEMENT INC.
MATTHEWS, NC
$2M
NAV WEALTH MANAGEMENT CORP.
$2M
LINCOLN INVESTMENT ADVISERS, LLC
$2M
COASTAL CAROLINA FINANCIAL PARTNERS LLC
$2M
RESOURCE INVESTMENTS ADVISORS INC
CHARLOTTE, NC
$2M
-91.4% 1Y

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