RIA IntelAdvisersNorth CarolinaTYNDALL STROUD WEALTH MANAGEMENT, LLC

TYNDALL STROUD WEALTH MANAGEMENT, LLC

Advisory

WINTERVILLE, NC

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in NC
#465
of 516 advisers by AUM
Average account
$205K
across 328 accounts
AUM per adviser
$22M
3 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM
$67M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$67M
Discretionary AUM$67M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients191
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

CORNERSTONE INVESTMENT SERVICES, INC.
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BULLDOG ASSET MANAGEMENT, INC.
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GRANVILLE WEALTH MANAGEMENT, INC.
$67M
MILLER PORTFOLIO ADVISORS, LLC
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$67M
+8.3% 1Y
PROFESSIONAL ADVISORY SERVICES, LLC
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$67M
-10.4% 1Y
TACKETT WEALTH MANAGEMENT, LLC
CARY, NC
$67M

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