$1.4B Total AUM
$1.4B Disc. AUM
-- 3Y CAGR
167 Employees
3,839 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-08-2022
- Office Locations
- 19
Office Locations
1213 W Morehead Street Suite 508 Charlotte NC
12247 Barryknoll LN Memorial TX
13475 Atlantic Blvd. Unit 8 Suite M779 Jacksonville FL
About 49 Financial
49 Financial provides planning-led advice for women in healthcare, starting with a whole-person discovery process to align decisions with client values. The firm combines financial planning with investment management and coordinates a unified care team where specialists play defined roles. Public filings indicate custody at Charles Schwab.
Team overview
33 AVG AGE
$11.0M AVG AUM / ADVISOR
$365.5K AVG AUM / CLIENT
2 yrs AVG TENURE
167 Employees
128 Advisory Reps
128 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
HUNTER Ray LLOYD
--
- CRD
- #6235656
- Ownership
- 10% but less than 25%
Available
Available
Available
AUSTIN MERLE GRAFF
Chief Investment Officer, FOUNDER
- CRD
- #5194678
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
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AMBER C ALLEN
SVP of Data, Technology, & Operations
- CRD
- #5696964
Available
Available
Available
Nathan David Allen
Associate Vice President
- CRD
- #7577834
Available
Available
Available
Showing 2 of 135 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,402,973,572 | $224,225 |
| Non-Discretionary | $0 | -- |
| Total | $1,402,973,572 | $224,225 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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