UWHARRIE INVESTMENT ADVISORS, INC.

Overview

Uwharrie Investment Advisors, Inc. is a fee-based advisory firm that combines portfolio management and financial planning for individual, family and institutional clients. The firm favors public funds and mutual funds as the core of client portfolios, with a substantive allocation to corporate debt for income. It supplements those core exposures with allocations to private placements and real estate through third‑party managers when appropriate, suggesting a core‑and‑satellite approach that blends liquid, diversified mutual funds with less liquid, return‑enhancing alternatives. Service offerings span day‑to‑day portfolio management, financial planning, pension consulting for institutions, and client education via publications and seminars. The firm is SEC‑registered since 2005, charges both percentage‑of‑AUM and fixed fees, and operates under a domestic ownership structure. It is not positioned as an ESG‑focused allocator and is not registered as a multi‑state adviser.

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Location & Offices