Tarheel Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 149308
· SEC file 801-131916
· Chapel Hill, NC
· www.linkedin.com
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ADV data as of Jan 28, 2026
- Regulatory AUM
- $138M
- Discretionary
- $122M
- Clients
- 141
- Avg AUM / client
- $977K
- Accounts
- 389
- Employees
- 2
AUM over time
$118M
$138M
Jan 4, 2025
Jan 28, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $25.9M | 18.8% |
| High net worth individuals | 57 | $97.0M | 70.4% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pension and profit sharing plans | 2 | $14.9M | 10.8% |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | 1 | $40.5K | 0.03% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ryan Verne Glover | Registered representative | CFP | Feb 2009 (18y) | |
| Walter Armstrong Hinson | Registered representative | CFP | Feb 2009 (18y) |
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) | 01/28/2026 | 916 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 28, 2026.
View current Form ADV (SEC/IAPD) ↗