Old North State Wealth Management, Llc
- Regulatory AUM
- $453M
- Discretionary
- $428M
- Clients
- 484
- Avg AUM / client
- $935K
- Accounts
- 1,124
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 360 | $122M | 26.9% |
| High net worth individuals | 111 | $329M | 72.6% |
| Pension and profit sharing plans | 1 | $345K | 0.08% |
| Charitable organizations | 3 | $677K | 0.15% |
| Corporations and other businesses | 9 | $1.1M | 0.24% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Daniel Knott | Managing Member | CFP Personal Financial Specialist | May 2008 (18y) | 75% or more |
| Danielle N Annechiarico | Chief Compliance Officer | Jul 2012 (14y) | Less than 5% | |
| Charles Reginald Buckland | Registered representative | Personal Financial Specialist | Mar 2014 (12y) | |
| Theodore Linkfield Arnheiter | Registered representative | Dec 2014 (12y) | ||
| William Glen Hedrick | Registered representative | May 2020 (6y) | ||
| David William Parsons | Registered representative | CFP Chartered Financial Consultant Personal Financial Specialist | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Other fees
- • THIRD PARTY ADVISER FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $446M (99% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $158M (93% of AUM) May 2019
- Assetmark Trust Company $30.3M (11% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗