North Inlet Advisors, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
154297
Registered since
January 11, 2011

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • David Brant

    David Brant

    FinOpCRD 2718478

  • John Burlingame

    Managing PartnerCRD 6865068

  • John Burlingame

    John Burlingame

    Managing PartnerCRD 2634951

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth