RIA Intel›Advisers›North Carolina›HAMMERHEAD FINANCIAL STRATEGIES, LLC

HAMMERHEAD FINANCIAL STRATEGIES, LLC

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$345K

across 11 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC

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

10 clients

10 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.

AUREUS CAPITAL LLC

$4M

PHAROS CAPITAL MANAGEMENT, LLC

$4M

DIDOMENICO INVESTMENTS LLC

$4M

CHARIOT ADVISORS, LLC

CARY, NC

$4M

0.0% 1Y

ALLEVID, INC.

$4M

FAVORED FINANCIAL PLANNING, LLC

$3M

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