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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-2001
- Office Locations
- 3
Office Locations
About Uwharrie Investment Advisors, Inc.
Uwharrie Investment Advisors, Inc. is an RIA based in Albemarle, NC serving retail and institutional relationships, including business owners and entrepreneurs. The firm provides financial planning, portfolio construction and asset management, emphasizing risk management and asset allocation across ETFs and public funds. Custody relationships include Pershing and BNY Mellon.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROGER LEE DICK
President and Chief Executive Officer
- CRD
- #1639662
- Ownership
- Less than 5%
KYLE VANN EUDY
EXECUTIVE VICE PRESIDENT
- CRD
- #5573392
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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VELINDA FINK BOST
Client Services Administrator
- CRD
- #2428985
ROBERT BUGG BRANNAN III
Financial Advisor, EVP
- CRD
- #6059550
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,840,640 | $385,223 |
| Non-Discretionary | $0 | -- |
| Total | $337,840,640 | $385,223 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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