RIA Intel›Advisers›North Carolina›CONE ADVISORY GROUP, INC.

CONE ADVISORY GROUP, INC.

Advisory

AYDEN, NC

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account
$82K
across 211 accounts
AUM per adviser
$9M
2 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$17M
Discretionary %
98.1%
Clients
208
Employees
2

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$17M
Discretionary AUM$17M
Non-Discretionary AUM$323K
Discretionary %98.1%
Total Clients208
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

USAFOLIOS, LLC
CHARLOTTE, NC
$17M
FLAT FEE FINANCIAL LLC
$18M
HERON WEALTH LLC
$17M
BOVEDA ASSET MANAGEMENT, INC.
CHARLOTTE, NC
$17M
0.0% 1Y
RAVEN ROCK CAPITAL MANAGEMENT, LLC
CHAPEL HILL, NC
$18M
-96.5% 1Y
ALTRUIST WEALTH MANAGEMENT LLC
$17M

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