RIA Intel›Advisers›North Carolina›J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC

J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC

Advisory

NC

Data as of May 1, 2026 · Source: SEC Form ADV

Average account

$212K

across 26 accounts

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees0

Investment Advisers0

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

11 clients

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.

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EWING, DARREN TOBY

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WRENN HOUSE INVESTMENTS LLC

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$6M

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