RIA Intel›Advisers›North Carolina›LAZARUS FINANCIAL PLANNING, LLC

LAZARUS FINANCIAL PLANNING, LLC

Advisory

NC

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in NC

#492

of 516 advisers by AUM

Average account

$513K

across 113 accounts

AUM per adviser

$58M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$58M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$58M

Discretionary AUM$58M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

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.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

27 clients

12 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NC

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

30-40 WEALTH PARTNERS, LLC

$58M

CARNEGIE CAPITAL ADVISORS LLC

$58M

BEACON FINANCIAL SERVICES INC

FAYETTEVILLE, NC

$57M

AXIOM PRIVATE WEALTH, LLC

$59M

CONSOLIDATED ASSET MANAGEMENT LTD

$57M

LEWIS AND ASSOCIATES CAPITAL ADVISORS, LLC

HOLLY SPRINGS, NC

$59M

Get the full picture on LAZARUS FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LAZARUS FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans