RIA Intel›Advisers›North Carolina›BUOYANT FINANCIAL, LLC

BUOYANT FINANCIAL, LLC

Advisory

NC

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

Average account
$328K
across 85 accounts
AUM per adviser
$28M
1 adviser

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

Total AUM
$28M
Discretionary %
100%
Clients
40
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$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients40
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NC, 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.

KIAROS ADVISORS, LLC
SOUTHERN PINES, NC
$28M
ASPERA FINANCIAL, LLC
$27M
TEAMVEST RETIREMENT PLAN SERVICES,LLC
CHARLOTTE, NC
$27M
SENTRY CONSULTING, INC.
$29M
MASSIF CAPITAL, LLC
$27M
ABUNDANT ADVISORS, LLC
$27M

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