Realm Investment Consulting LLC

Realm Investment Consulting LLC (CRD# 171634) is a financial advisory firm headquartered in Cary, NC. They manage $63,903,380 in 177 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $361,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Realm Investment Consulting LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carlton L. Davis
CRD#: 3124138
2500 Regency Parkway, Cary, NC 27518

Carlton Davis (CRD# 3124138) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry.

2
Roger R. Elmer
CRD#: 4801562
2500 Regency Parkway, Cary, NC 27518

Roger Elmer (CRD# 4801562) is an Investment Advisor Representative working at Realm Investment Consulting LLC in Cary, NC and has 1 year of experience in the finance industry.

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