RIA Intel›Advisers›North Carolina›POTTLE FINANCIAL SERVICES, INC

POTTLE FINANCIAL SERVICES, INC

Advisory

PINEHURST, NC

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in NC

#481

of 516 advisers by AUM

Average account

$502K

across 124 accounts

AUM per adviser

$62M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$62M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$62M

Discretionary AUM$62M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC, TX

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

45 clients

16 high-net-worth

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

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