P
$482.3M Total AUM
$478.9M Disc. AUM
16.4% 3Y CAGR
6 Employees
440 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-08-2006
- Office Locations
- 2
Office Locations
100 E. SIX Forks Road Suite 200 Raleigh NC
210 Malloy Street Suite 1 Goldsboro NC
About Physicians Financial Services, Inc.
Physicians Financial Services, Inc. is a Raleigh-based RIA with 2 offices. The firm has been operating for 20 years. Managing $482.3M in total assets under management, with 3 advisory representatives. They custody assets with American Funds and Charles Schwab & Company.
Team overview
-- AVG AGE
$160.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.7 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CORNELIUS TRAWICK MCDONALD III
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1288377
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
JAMES CANADY PARKER
--
- CRD
- #4026477
Available
Available
Available
W
WILLIAM HILL SIGMON III
--
- CRD
- #7861726
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,928,333 | $843,184 |
| Non-Discretionary | $3,351,153 | $3,351,153 |
| Total | $482,279,486 | $847,591 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | 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 |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing