RIA Intel›Advisers›North Carolina›DIXON AND COMPANY WEALTH MANAGEMENT, LLC

DIXON AND COMPANY WEALTH MANAGEMENT, LLC

Advisory

WINSTON SALEM, NC

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

Rank in NC
#483
of 516 advisers by AUM
Average account
$126K
across 489 accounts
AUM per adviser
$20M
3 advisers

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

Total AUM
$61M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$615K
Discretionary %99%
Total Clients283
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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