RIA Intel›Advisers›North Carolina›LLEWELLYN FINANCIAL LLC

LLEWELLYN FINANCIAL LLC

Advisory

NC

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$78K

across 12 accounts

AUM per adviser

$940K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$940K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$940K

Discretionary AUM$940K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, NC

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

12 clients

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.

ATARAXIS CAPITAL, LLC

$983K

YATALIE CAPITAL MANAGEMENT CO, CREATO FUNDS L.P.

$1M

KEYWELL FINANCIAL GROUP LLC

$857K

EMERALD HAVEN INVESTMENTS CORP

$1M

LEGACY WEALTH MANAGEMENT, LLC

$818K

$1M

Get the full picture on LLEWELLYN FINANCIAL LLC

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

Create a free account →See plans