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TARHEEL ADVISORS, LLC

CHAPEL HILL, NC · CRD 149308 · IAPD ↗ · 984-271-1993

$137.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — TARHEEL ADVISORS, LLC moved its main office from GREENSBORO, NC to CHAPEL HILL, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
March 2025 — TARHEEL ADVISORS, LLC (GREENSBORO, NC) is newly SEC-registered with $117.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.