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NCP MANAGEMENT HOLDINGS, INC.

Advisory

N·BIRMINGHAM, AL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$233M
1-Year AUM Growth
+73.0%
3-Year CAGR
+7.8%
Employees
6
Assets Under Management
Total AUM$233M
Discretionary AUM$233M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)-12.5%
Filing History
Total Filings on Record18
First FilingFeb 13, 2012
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 18 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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