RIA IntelAdvisersNorth CarolinaMORAN TICE CAPITAL MANAGEMENT LLC

MORAN TICE CAPITAL MANAGEMENT LLC

Advisory

NC

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in NC
#499
of 516 advisers by AUM
Average account
$1M
across 49 accounts
AUM per adviser
$19M
3 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM
$56M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$56M
Discretionary AUM$56M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients49
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, GA, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

PISCES FINANCIAL ADVISORS, LLC
$56M
TAYLOR FINANCIAL, LLC
WILMINGTON, NC
$55M
SEAMOUNT INVESTMENTS LLC
CHAPEL HILL, NC
$55M
OCEAN ADVISORS, LLC
CHARLOTTE, NC
$55M
FREITAG FINANCIAL GROUP, LLC
CHARLOTTE, NC
$55M
MAIN STREET FINANCIAL GROUP, INC
TRYON, NC
$57M
+36.7% 1Y

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