RIA Intel›Advisers›North Carolina›SILVIS FINANCIAL, LLC

SILVIS FINANCIAL, LLC

Advisory

CHARLOTTE, NC

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

Average account

$283K

across 130 accounts

AUM per adviser

$37M

1 advisers

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

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients49

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, NC, TX, 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

49 clients

9 high-net-worth

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

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Advisers of similar size in NC

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

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CHAPEL HILL INVESTMENT ADVISORS, LTD.

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$36M

BAILEY, PHILIP R.

$35M

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