E
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Pioneer
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
-- Clayton NC
About Ewing Wealth Management
Ewing Wealth Management is a Clayton-based RIA. The firm has been operating for 10 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Estate Planning, Financial Planning, Investment Planning.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$805.3K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Matrix
Client Personas
Ember
Custodian
Capital Meridian Oak pioneer
Investment Themes
Eagle Beacon delta Element
Investment Vehicles
Zenith momentum
Services
Vertex Element foundation Summit Signal Vertex
Technology
Ridge
Owner & Executives
D
DARREN T. EWING
Investment Advisor, Owner
- CRD
- #4513216
- Ownership
- 75% or more
(447) 940-8818
matrix.signal@legacycapital.com
in linkedin.com/in/peak-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,637,045 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,637,045 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,637,045
Equity - Exchange:
21.4% Equity - OTC:
18.5% U.S. Government/Agency:
27.7% Corporate - Investment Grade:
26.0% Corporate - Non-Investment Grade:
6.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,599,761,266 | 21.4% |
| Equity - OTC | $1,382,971,188 | 18.5% |
| U.S. Government/Agency | $2,070,719,022 | 27.7% |
| Corporate - Investment Grade | $1,943,635,183 | 26.0% |
| Corporate - Non-Investment Grade | $478,433,277 | 6.4% |
| Total | $7,475,519,936 | 100.0% |