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Tarheel Advisors, LLC CRD 149308
$138M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 Market St Ste G2, Chapel Hill, NC 27516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tarheel Advisors, Llc | Chapel Hill | NC | 01/2009 | Present |
Rental home at 1811 South Shore Dr. Surf City NC. Non-investment related started in November 2025. Approximately 10 hours a month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-10 |
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