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Uwharrie Investment Advisors, Inc.

● SEC registered since 2005CRD 117592SEC# 801-63767Albemarle, NC
Export (members)
Reg. AUM
$278.2M
Employees
16
Accounts
811
Location
Albemarle, NC

Uwharrie Investment Advisors, Inc. assets under management

Uwharrie Investment Advisors, Inc. is an SEC-registered investment adviser based in Albemarle, NC. The firm has been registered since 2005. It reports $278.2 million in regulatory assets under management and employs 16 people.
www.uwharrie.comView on SEC.gov ↗

Uwharrie Investment Advisors, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Christy Davis Stoner ControlCeo/Ic/DirectorUnder 5%1991
David C. Gaskin ControlExecutive Vice PresidentUnder 5%2012
Kyle Vann Eudy ControlExecutive Vice PresidentUnder 5%2021
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Frequently asked questions

How much does Uwharrie Investment Advisors, Inc. manage?

Uwharrie Investment Advisors, Inc. reports $278.2 million in regulatory assets under management on its Form ADV.

How many employees does Uwharrie Investment Advisors, Inc. have?

Uwharrie Investment Advisors, Inc. reports 16 employees.

Where is Uwharrie Investment Advisors, Inc. located?

Uwharrie Investment Advisors, Inc. is based in Albemarle, NC and has been SEC-registered since 2005.

Does Uwharrie Investment Advisors, Inc. disclose fund performance?

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

Contact & registration

Address132 North First Street, Albemarle, NC 28001
Phone704-983-5959
Fax704-982-4520
Office hours9:00a.m.- 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$278.2M
Non-discretionary$0
Total (RAUM)$278.2M