RIA Intel›Advisers›North Carolina›LIFE STAGE INVESTING, LLC

LIFE STAGE INVESTING, LLC

Advisory

NC

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account

$81K

across 31 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

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

16 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.

HYPERION MANAGEMENT HOLDINGS, LLC

$3M

DRESSEL, MATTHEW, ELLIOTT

MOREHEAD CITY, NC

$3M

TACTICAL CAPITAL LLC

$2M

TAYLOE FINANCIAL SERVICES, LLC

TRENT WOODS, NC

$2M

FEDWAY FINANCIAL LLC

$2M

MAXIMUM ADVISORY INC

$3M

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