RIA Intel›Advisers›North Carolina›CRUTCHFIELD ADVISORS, INC

CRUTCHFIELD ADVISORS, INC

Advisory

APEX, NC

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

Rank in NC

#437

of 516 advisers by AUM

Average account

$405K

across 205 accounts

AUM per adviser

$42M

2 advisers

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

Total AUM

$83M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$83M

Discretionary AUM$83M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients104

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

104 clients

1 high-net-worth

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

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