RIA Intel›Advisers›North Carolina›THE ABC SQUARED LLC

THE ABC SQUARED LLC

Advisory

NC

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

Average account
$45K
across 31 accounts
AUM per adviser
$1M
1 adviser

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

Total AUM
$1M
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

PILOT INVESTMENT SERVICES, LLC
$2M
NAV WEALTH MANAGEMENT CORP.
$2M
LEGS FINANCIAL LLC
$1M
PB WEALTH, LLC
CHARLOTTE, NC
$1M
BLUE RIDGE FINANCIAL SERVICES LLC
$2M
EMERALD HAVEN INVESTMENTS CORP
$1M

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