RIA Intel›Advisers›North Carolina›DEBRA H JONES

DEBRA H JONES

Advisory

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$1M

across 5 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$0

Non-Discretionary AUM$5M

Discretionary %0%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InSC

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

5 clients

5 high-net-worth

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

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Advisers of similar size in NC

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

HAVEN CAPITAL ADVISORS, LLC

CHARLOTTE, NC

$5M

J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC

$6M

WEALTH MANAGEMENT ADVISORS, LLC

SHALLOTTE, NC

$6M

AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

FAYETTEVILLE, NC

$5M

WANDERWEALTH INC.

$5M

DREAM LIFE WEALTH MANAGEMENT LLC

$5M

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