RIA Intel›Advisers›North Carolina›REALM INVESTMENT CONSULTING LLC

REALM INVESTMENT CONSULTING LLC

Advisory

CARY, NC

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

Rank in NC
#422
of 516 advisers by AUM
Average account
$988K
across 90 accounts
AUM per adviser
$89M
1 advisers

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

Total AUM
$89M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$89M
Discretionary AUM$87M
Non-Discretionary AUM$2M
Discretionary %98.1%
Total Clients90
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

WOLFBRIDGE FINANCIAL CORPORATION
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SHANKLAND FINANCIAL ADVISORS, LLC
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$88M
+17.0% 1Y
SPARTAN CAPITAL MANAGEMENT, LLC
$88M
TURNING POINT FINANCIAL, INC.
CHARLOTTE, NC
$88M
HATTERAS CAPITAL INVESTMENT MANAGEMENT, LLC
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$88M
+68.9% 1Y
CONCERTO ASSET MANAGEMENT, LLC
CHARLOTTE, NC
$91M
-5.5% 1Y

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