Reported as registered
FRAZIER FINANCIAL CONSULTANTS, LLC
CRD 112897 · SEC 801-108521
CHAPEL HILL, NC
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
325 sourced firms · query 64 ms
Reported as registered
FRONT PORCH FINANCIAL ADVISORY
CRD 311329 · SEC 801-129454
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FUND DIRECT ADVISORS INC.
CRD 155363 · SEC 801-77794
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GARDEN CITY MANAGEMENT, LLC
CRD 310518 · SEC 801-133955
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GIBERT WEALTH MANAGEMENT
CRD 341458 · SEC 801-135845
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GLOBAL ENDOWMENT MANAGEMENT, LP
CRD 157772 · SEC 801-73314
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GOUWS CAPITAL LLC
CRD 153812 · SEC 801-122419
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRAGG FINANCIAL
CRD 110592 · SEC 801-119435
SHELBY, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRAHAM PARTNERS
CRD 158939 · SEC 801-73866
ASHEVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRANADA WEALTH MANAGEMENT, LLC
CRD 285812 · SEC 801-133895
DAVIDSON, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRANVILLE CAPITAL, INC.
CRD 126679 · SEC 801-62098
GREENSBORO, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GREENWAY WEALTH ADVISORS, LLC
CRD 290727 · SEC 801-127953
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GUARDIAN WEALTH ADVISORS, LLC
CRD 305412 · SEC 801-118121
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
H. L. ORMOND & COMPANY, LLC
CRD 313593 · SEC 801-120841
GREENVILLE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC
CRD 297174 · SEC 801-113387
CHARLOTTE, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HALIFAX INVESTMENT MANAGEMENT, L.L.C.
CRD 152789 · SEC 801-71683
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HAMILTON POINT INVESTMENT ADVISORS, LLC
CRD 144534 · SEC 801-68186
CHAPEL HILL, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
HARGETT HUNTER CAPITAL MANAGEMENT, LLC
CRD 305623 · SEC 802-118252
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HATTERAS INVESTMENT PARTNERS, LP
CRD 170628 · SEC 801-79326
RALEIGH, NC
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
HATTERAS VENTURE PARTNERS
CRD 161495 · SEC 802-75759
DURHAM, NC
Source release August 3, 2026 · retrieved August 18, 2026