RIA Intel›Advisers›North Carolina›CH CAPITAL MANAGEMENT, LLC

CH CAPITAL MANAGEMENT, LLC

Advisory

NC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$291K

across 48 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$13M

Non-Discretionary AUM$1M

Discretionary %89.8%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

18 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

SIMON INVESTMENT ADVISORY SERVICES, INC.

CHAPEL HILL, NC

$14M

CHEVRON FINANCIAL LLC

$14M

DEFINING LEGACY FINANCIAL ADVISORS LLC

$14M

LANGER WEALTH MANAGEMENT LLC

$14M

CARLTON HALL ASSET MANAGEMENT, LLC

$15M

QBI FINANCIAL, LLC

$15M

Get the full picture on CH CAPITAL MANAGEMENT, LLC

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

Create a free account →See plans