RIA Intel›Advisers›North Carolina›THE JOURNEYS GROUP, INC.

THE JOURNEYS GROUP, INC.

Advisory

WINTERVILLE, NC

Data as of Mar 14, 2025 · Source: SEC Form ADV

Rank in NC
#478
of 516 advisers by AUM
Average account
$169K
across 372 accounts
AUM per adviser
$32M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 14, 2025.

Total AUM
$63M
Discretionary %
0%
Clients
174
Employees
2

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$63M
Discretionary AUM$0
Non-Discretionary AUM$63M
Discretionary %0%
Total Clients174
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

VN CAPITAL MANAGEMENT, LLC
GREENSBORO, NC
$63M
+0.9% 1Y
BRYANT & BRANNOCK, LLC
DURHAM, NC
$63M
MILLARD & COMPANY, INC.
TRYON, NC
$62M
+3.4% 1Y
CROWN PRIVATE WEALTH, LLC
MOORESVILLE, NC
$64M
SLP WEALTH LLC
DURHAM, NC
$64M
0.0% 1Y
POTTLE FINANCIAL SERVICES, INC
PINEHURST, NC
$62M

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