RIA Intel›Advisers›North Carolina›FINANCIAL PARTNERS, INC.

FINANCIAL PARTNERS, INC.

Advisory

NC

Data as of Apr 6, 2026 · Source: SEC Form ADV

Average account
$3M
across 4 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 6, 2026.

Total AUM
$12M
Discretionary %
0%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$12M
Discretionary AUM$0
Non-Discretionary AUM$12M
Discretionary %0%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

LIMBER CAPITAL LLC
$11M
THOMAS SMITH AND ASSOCIATES, INC.
$12M
RETIREMENT EDUCATIONAL SERVICES, LLC.
GREENVILLE, NC
$11M
+388.0% 1Y
MAVEN CAPITAL, LLC
CHARLOTTE, NC
$12M
-38.9% 1Y
TAELOS FINANCIAL PARTNERS LLC
$11M
OPEN WORLD FINANCIAL PLANNING LLC
$12M

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