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Total Solutions Enterprise LLC

● SEC registered since 2022CRD 318036SEC# 801-123050Charlotte, NC
Export (members)
Reg. AUM
$265.4M
Employees
5
Accounts
564
Location
Charlotte, NC

Total Solutions Enterprise LLC assets under management

Total Solutions Enterprise LLC is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2022. It reports $265.4 million in regulatory assets under management and employs 5 people.

Total Solutions Enterprise LLC owners & executives

3 reported
NameTitleOwnershipSince
David Blair Thompson ControlPresident, CcoUnder 5%2020
Total Solutions Enterprise Holdings, LLC ControlOwnerOver 75%2020
David Blair Thompson ControlPresidentOver 75%2020

Frequently asked questions

How much does Total Solutions Enterprise LLC manage?

Total Solutions Enterprise LLC reports $265.4 million in regulatory assets under management on its Form ADV.

How many employees does Total Solutions Enterprise LLC have?

Total Solutions Enterprise LLC reports 5 employees.

Where is Total Solutions Enterprise LLC located?

Total Solutions Enterprise LLC is based in Charlotte, NC and has been SEC-registered since 2022.

Does Total Solutions Enterprise LLC disclose fund performance?

Total Solutions Enterprise LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4500 Cameron Valley Parkway, Suite 130, Charlotte, NC 28211
Phone704-575-1148
Office hours9:00-5:00
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$265.4M
Non-discretionary$0
Total (RAUM)$265.4M