RIA Intel›Advisers›North Carolina›LINKSIDE FINANCIAL LLC

LINKSIDE FINANCIAL LLC

Advisory

CHARLOTTE, NC

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account

$722K

across 14 accounts

AUM per adviser

$3M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, SC

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

5 clients

4 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.

WEST FORK WEALTH MANAGEMENT LLC

$10M

RED OAK CAPITAL ADVISORS, INC.

FUQUAY VARINA, NC

$10M

J BRADIN FINANCIAL LLC

$10M

ALLEN, ISAAC REGINALD

FAYETTEVILLE, NC

$10M

ARTIFEX ADVISORY GROUP, INC.

CARY, NC

$10M

ROOTED PLANNING LLC

$10M

Get the full picture on LINKSIDE FINANCIAL LLC

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

Create a free account →See plans