RIA Intel›Advisers›North Carolina›NC MONEY MANAGEMENT, INC.

NC MONEY MANAGEMENT, INC.

Advisory

RALEIGH, NC

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$2M
across 17 accounts
AUM per adviser
$27M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$27M
Discretionary %
100%
Clients
17
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients17
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

WHICHARD ROACH & ASSOCIATES, INC.
GREENSBORO, NC
$26M
INNOVEST STRATEGIES LLC
RALEIGH, NC
$27M
BRICK STREET EQUITY MANAGEMENT, LLC
$26M
-93.3% 1Y
ABUNDANT ADVISORS, LLC
$27M
FESTOG CAPITAL, LLC
$26M
WOODWARD FINANCIAL ADVISORS, LLC
CHAPEL HILL, NC
$26M
-24.7% 1Y

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