Uwharrie Investment Advisors, Inc.

Overview

Uwharrie Investment Advisors, Inc. is a SEC-registered advisory corporation that began registering in 2005. The firm serves both individual and family clients as well as institutional accounts, and its ownership is a mix of domestic-entity and individual ownership. Fee arrangements include asset-based fees and fixed-fee engagements. Core advisory services cover financial planning and portfolio management for individuals, small businesses, and institutions; the firm also offers pension consulting, produces periodicals/newsletters, and runs educational seminars and workshops. Uwharrie is not positioned as an ESG-focused manager and is not listed as a multi-state adviser. The firm maintains business relationships across the financial services ecosystem, including affiliations with a broker-dealer, banking or thrift institutions, and an insurance company. Its classification in public filings is unclassified and it does not identify as a capital allocator or a related adviser.

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Location & Offices