RIA Intel›Advisers›North Carolina›C F PARKS INC

C F PARKS INC

Advisory

SALISBURY, NC

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in NC
#417
of 516 advisers by AUM
AUM change, 1 year
+2.1%
34th percentile in NC
AUM CAGR, 3 year
+8.7%
compound annual growth
Average account
$217K
across 451 accounts
AUM per adviser
$49M
2 advisers
Filing history
20
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$98M
1-Year AUM Growth
+2.1%
3-Year CAGR
+8.7%
Employees
7
Assets Under Management
Total AUM$98M
Discretionary AUM$98M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients213
Team
Total Employees7
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingFeb 7, 2001
Latest FilingMar 25, 2026
Full AUM trend chart and 20 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC, SC, 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.

PROVISION WEALTH MANAGEMENT, INC
RALEIGH, NC
$98M
LUCID WEALTH PLANNING LLC
WAKE FOREST, NC
$98M
COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
PINEHURST, NC
$100M
INDEXPERTS, LLC
CHARLOTTE, NC
$101M
FORWARD WEALTH MANAGEMENT, LLC
CHARLOTTE, NC
$94M
FALCON INVESTMENT STRATEGIES LLC
SALISBURY, NC
$101M

Get the full picture on C F PARKS INC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track C F PARKS INC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans