RIA Intel›Advisers›North Carolina›WHICHARD ROACH & ASSOCIATES, INC.

WHICHARD ROACH & ASSOCIATES, INC.

Advisory

GREENSBORO, NC

Data as of Apr 8, 2026 · Source: SEC Form ADV

Average account
$128K
across 207 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM
$26M
Discretionary %
100%
Clients
207
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$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients207
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

NC MONEY MANAGEMENT, INC.
RALEIGH, NC
$27M
BRICK STREET EQUITY MANAGEMENT, LLC
$26M
-93.3% 1Y
INNOVEST STRATEGIES LLC
RALEIGH, NC
$27M
FESTOG CAPITAL, LLC
$26M
WOODWARD FINANCIAL ADVISORS, LLC
CHAPEL HILL, NC
$26M
-24.7% 1Y
ABUNDANT ADVISORS, LLC
$27M

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