Investment adviser · CRD 149308

TARHEEL ADVISORS, LLC

Investment adviser filing (IA)

CHAPEL HILL, NC, United States · Form ADV filed Jan 28, 2026

Regulatory AUM: $138M
Client accounts: 389
Employees: 2
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	57	$96,984,799	70.4%
Individuals	81	$25,850,349	18.8%
Retirement plans	Fewer than 5	$14,898,066	10.8%
Corporations & businesses	Fewer than 5	$40,539	0.0%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2044979 · Jan 28, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly

Principal office

600 MARKET ST, STE G2
CHAPEL HILL, NC, 27516, United States

CRD 149308

Filing source

Form ADV 2044979 · Jan 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.