RIA Intel›Advisers›North Carolina›FALCON INVESTMENT STRATEGIES LLC

FALCON INVESTMENT STRATEGIES LLC

Advisory

SALISBURY, NC

Data as of Feb 22, 2026 · Source: SEC Form ADV

Rank in NC

#413

of 516 advisers by AUM

Average account

$160K

across 632 accounts

AUM per adviser

$34M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 22, 2026.

Total AUM

$101M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$101M

Discretionary AUM$101M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients342

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, TX

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

342 clients

29 high-net-worth

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

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