RIA Intel›Advisers›North Carolina›FULBRIGHT FINANCIAL CONSULTING, PA

FULBRIGHT FINANCIAL CONSULTING, PA

Advisory

DURHAM, NC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in NC

#457

of 516 advisers by AUM

Average account

$297K

across 238 accounts

AUM per adviser

$71M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients65

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

65 clients

27 high-net-worth

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

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

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PIECAPITAL WEALTH MANAGEMENT LLC

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