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Fund Direct Advisors Inc.

● SEC registered since 2013CRD 155363SEC# 801-77794Greensboro, NC
Export (members)
Reg. AUM
$605M
Employees
4
Accounts
160
Location
Greensboro, NC

Fund Direct Advisors Inc. assets under management

Fund Direct Advisors Inc. is a registered investment adviser overseen by the SEC based in Greensboro, NC. The firm has been registered since 2013. It reports $605 million in regulatory assets under management and employs 4 people.
funddirectadvisors.comView on SEC.gov ↗

Fund Direct Advisors Inc. owners & executives

4 reported
NameTitleOwnershipSince
Charles Christopher Stanley ControlCeo / Chief Compliance Officer25-50%2020
Christopher Alan FrancisShareholder5-10%2010
William Elbert Stanley ControlPresident25-50%2010
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Frequently asked questions

How much does Fund Direct Advisors Inc. manage?

Fund Direct Advisors Inc. reports $605 million in regulatory assets under management on its Form ADV.

How many employees does Fund Direct Advisors Inc. have?

Fund Direct Advisors Inc. reports 4 employees.

Where is Fund Direct Advisors Inc. located?

Fund Direct Advisors Inc. is based in Greensboro, NC and has been SEC-registered since 2013.

Does Fund Direct Advisors Inc. disclose fund performance?

Fund Direct Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 State Street, Greensboro, NC 27408
Phone336-271-4450
Fax336-271-4455
Office hours9a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$45M
Non-discretionary$560M
Total (RAUM)$605M