RIA Intel›Advisers›North Carolina›SPRINGBOARD FINANCIAL SERVICES LLC

SPRINGBOARD FINANCIAL SERVICES LLC

Advisory

NC

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

Average account

$17K

across 12 accounts

AUM per adviser

$200K

1 advisers

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

Total AUM

$200K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$200K

Discretionary AUM$200K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

8 clients

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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CAPITAL SOLUTIONS ADVISORS, LLC

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CREDIT UNION INVESTMENT SERVICES, INC.

$111K

RALEIGH INVESTMENT CONSULTANT LLC

$293K

$330K

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