North Inlet Advisors, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 154297
- Registered since
- January 11, 2011
- Website
- www.northinletgroup.com
Firm profile
FINTRXOverview
North Inlet Advisors, LLC is organized as a limited liability company and is SEC‑registered (registration year 2011). FINTRX classifies the firm as an investment bank and records the owner type as an individual. The dataset indicates the firm is not a capital allocator, is not identified as an active ESG investor, and is not set up as a multi‑state adviser, pension consultant, or related adviser. Public disclosures in the source are sparse: there is no listed client base, fee structure, detailed business activities, or stated advisory offerings. That lack of detail limits visibility into the firm’s client focus, investment strategy, or operational model.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
David Brant
FinOpCRD 2718478
John Burlingame
Managing PartnerCRD 6865068

John Burlingame
Managing PartnerCRD 2634951
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 2115 Rexford Rd
- Time zone
- ET (UTC-5)
- Office locations
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