L
$1.1B Total AUM
$1.1B Disc. AUM
11.3% 3Y CAGR
9 Employees
547 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1999
- Office Locations
- 1
Office Locations
1355 Greenwood Cliff Ste. 301 Charlotte NC
About Laurel Wealth Advisors, LLC
Laurel Wealth Advisors, LLC is a Charlotte-based RIA. The firm has been operating for 26 years. Managing $1.1B in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
53 AVG AGE
$158.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
12.4 yrs AVG TENURE
9 Employees
7 Advisory Reps
7 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TIMOTHY MARK BREEDLOVE
Director Of Security, Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
D
DAVID WILLIAM MCNEISH
Managing Member, Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 7 owners & executives
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E
EMMA IZARD POWERS
--
- CRD
- #6823883
Available
Available
Available
J
John Charles Waddill
Investment Advisor
- CRD
- #8003744
Available
Available
Available
Showing 2 of 10 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,092,951,494 | $771,314 |
| Non-Discretionary | $13,931,321 | $1,160,943 |
| Total | $1,106,882,815 | $774,586 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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