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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-12-2009
- Office Locations
- 1
Office Locations
About Tarheel Advisors, LLC
Tarheel Advisors is a North Carolina-based, fee-only RIA led by CFP professionals providing comprehensive financial planning and discretionary investment management for families and business owners. The team builds custom, low-fee portfolios with an emphasis on tax efficiency, and supports small employers with corporate retirement plan selection and ongoing management. Founded in 2009, the firm stresses fiduciary advice and keeps a deliberately small client roster with at least annual reviews.
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
RYAN VERNE GLOVER
Chief Compliance Officer, Chief Investment Officer, PRINCIPAL
- CRD
- #4505233
- Ownership
- 50% but less than 75%
WALTER ARMSTRONG HINSON
Investment Advisor, PRINCIPAL
- CRD
- #4513129
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,599,394 | $319,998 |
| Non-Discretionary | $16,174,359 | $1,797,151 |
| Total | $137,773,753 | $354,174 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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