RIA Intel›Advisers›North Carolina›MARK R. LEMMOND CPA, PLLC

MARK R. LEMMOND CPA, PLLC

Advisory

CARTHAGE, NC

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$264K

across 8 accounts

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees4

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

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

8 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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TMFS-GREENSBORO, LLC

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GATEHILL FINANCIAL CONSULTING, LLC

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