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Confiance Financial LLC

Confiance Financial LLC. CRD 338506

C

CRD: 338506

Confiance Financial LLC

NEW Hill, NC
9192299299
$2.3M Total AUM
$2.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Altruist · Principal · Truist Bank
Clients
Retail
Platforms
--
Established Date
11-18-2025
Office Locations
1

Office Locations

-- NEW Hill NC

About Confiance Financial LLC

Confiance Financial LLC is a NEW Hill-based RIA. The firm has been operating for 0 years. Managing $2.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Principal. Services offered include Charitable Giving, Estate Planning, Financial Planning.

Team overview

-- AVG AGE
$2.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Atlas radial

Client Personas

Radial oak

Investment Themes

Ember frontier

Investment Vehicles

Vital matrix

Services

Crest quantum Signal Vector vertex Horizon quantum Signal Value foundation

Owner & Executives

C

CHRISTOPHER MICHAEL FAUCHIER-NOBLES

Chief Compliance Officer, President

CRD
#8161877
Ownership
75% or more
(738) 950-5764
peak.vital@harborcapital.com
in linkedin.com/in/zenith-optima

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,300,000 --
Non-Discretionary $0 --
Total $2,300,000 --

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Separately Managed Accounts

Total SMA Asset: $2,300,000

$2.3M Total SMA
Equity - Exchange:
55.7%
Cash:
44.3%
Asset class Assets Assets %
Equity - Exchange $2,842,635,058 55.7%
Cash $2,260,839,014 44.3%
Total $5,103,474,072 100.0%

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