RIA Intel›Advisers›North Carolina›DYER & COMPANY, L.L.C.

DYER & COMPANY, L.L.C.

Advisory

CHARLOTTE, NC

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in NC

#454

of 516 advisers by AUM

Average account

$647K

across 113 accounts

AUM per adviser

$37M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM

$73M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$73M

Discretionary AUM$72M

Non-Discretionary AUM$674K

Discretionary %99.1%

Total Clients30

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

30 clients

15 high-net-worth

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

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