RIA Intel›Advisers›North Carolina›FLAT FEE FINANCIAL LLC

FLAT FEE FINANCIAL LLC

Advisory

NC

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account

$140K

across 126 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees1

Investment Advisers1

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

28 clients

4 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.

RAVEN ROCK CAPITAL MANAGEMENT, LLC

CHAPEL HILL, NC

$18M

CONE ADVISORY GROUP, INC.

$17M

$17M

HERON WEALTH LLC

$17M

3A FINANCIAL GROUP, LLC

$19M

BOVEDA ASSET MANAGEMENT, INC.

$17M

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