CRD: 118943
Hollingsworth Avent Averre & Purvis, PA
$177.4M Total AUM
$177.4M Disc. AUM
13.0% 3Y CAGR
3 Employees
100 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2007
- Office Locations
- 1
Office Locations
300 W. Millbrook Road Raleigh NC
About Hollingsworth Avent Averre & Purvis, PA
Hollingsworth Avent Averre & Purvis, PA is a Raleigh, NC CPA firm founded in 1957 providing audit, tax, and advisory services for local businesses and families. The team works with business owners, professionals, and families to support financial goals with tailored guidance, backed by a decades-long local presence.
Team overview
59 AVG AGE
$59.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
11.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Timothy Martin Avent
Director, VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
CHARLES WILSON AVERRE IV
Chief Compliance Officer, President
- CRD
- #2716974
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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C
Curtis William Averre
CPA
- CRD
- #6955287
Available
Available
Available
Showing 1 of 5 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,409,470 | $1,167,168 |
| Non-Discretionary | $0 | -- |
| Total | $177,409,470 | $1,167,168 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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