OLD NORTH STATE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- WILMINGTON, North Carolina
- CRD number
- 148659
- Registered since
- October 24, 2008
- Website
- www.oldnorthstatewealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Other
- Client types
- HNWI72.6%
- Individuals26.93%
- Corporations / Businesses0.24%
- Charitable Organizations0.15%
- Pension & Profit Sharing Plans0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Old North State Wealth Management, LLC is an independent registered investment adviser formed in 2008 and organized as an LLC under individual ownership. The firm positions itself as a multi-service wealth manager and capital allocator serving both individual/family and institutional clients. Its advisory services span comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection/oversight of sub‑advisers. The firm reports using a variety of billing arrangements (percentage of AUM, hourly, fixed fees, commissions and other fee types) and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents11%
- Derivatives4%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2DAVID PARSONS
President, CEOCRD 856871
DANIELLE ANNECHIARICO
Chief Compliance OfficerCRD 5582433
Contacts
3 of 4PAUL KNOTT
Managing PartnerCRD 2958392
William Hedrick
Financial AdvisorCRD 7255435
THEODORE ARNHEITER
Investment Adviser RepresentativeCRD 1912683
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$24.8M in ETFs
84%
$20.9M
7%
$4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $4M | 20,307 | 16.06% |
Location
WILMINGTON, NC
NEW HANOVER
Location
WILMINGTON, NC
Headquartered in WILMINGTON, NC, in the South of the United States.
- Region
- South
- County
- NEW HANOVER
- Address
- 1430 Commonwealth Dr
- Time zone
- ET (UTC-5)
- Office locations
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