TARHEEL ADVISORS, LLC

Overview

Tarheel Advisors, LLC is an independent registered investment adviser organized as an LLC that serves individual, family and institutional clients. The firm combines financial planning, portfolio management for individuals and small businesses, pension consulting and client education through published materials and workshops. Fee arrangements include a percentage of assets under management and hourly billing. Tarheel operates as an advisory-only firm rather than a capital allocator, and it does not position itself as an active ESG investor. Investment activity shows a clear equity orientation: the firm favors exchange-traded equities as the dominant vehicle for client portfolios and leverages separately managed accounts and similar implementation tools to deliver those exposures. Tarheel also conducts other financial product sales as part of its business activities and provides both discretionary and non-discretionary management, with an emphasis on discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices