RIA Intel›Advisers›North Carolina›OLDE TOWNE FINANCIAL MANAGEMENT CO.

OLDE TOWNE FINANCIAL MANAGEMENT CO.

Advisory

GREENSBORO, NC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$251K

across 91 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC, PA, VA

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

37 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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