Uwharrie Investment Advisors, Inc.

Uwharrie Investment Advisors, Inc. (CRD# 117592) is a financial advisory firm headquartered in Albemarle, NC. They manage $224,721,607 in 764 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
132 North First Street, Albemarle, NC 28001
https://www.uwharrie.com
By the Numbers
  • Total Assets Under Management
    225
    MILLION
  • Total Number of Accounts
    764
    ACCOUNTS
  • Average Account Value
    $294,138
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC, TX

Financial Advisors at Uwharrie Investment Advisors, Inc.
Showing 11 - 15 of 15 top financial advisors.
11
Christy Stoner, financial advisor Albemarle NC
Christy D. Stoner
CRD#: 1932795
132 North First Street, Albemarle, NC 28001

Christy Stoner (CRD# 1932795) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 33 years of experience in the finance industry.

12
Misty Thornburg, financial advisor Albemarle NC
Misty W. Thornburg
CRD#: 4203345
132 N. First Street, Albemarle, NC 28001

Misty Thornburg (CRD# 4203345) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 23 years of experience in the finance industry.

13
Carl Grubb, financial advisor Albemarle NC
Carl W. Grubb
CRD#: 7415316
132 North First Street, Albemarle, NC 28001

Carl Grubb (CRD# 7415316) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 2 years of experience in the finance industry.

14
Andrea Lowe, financial advisor Albemarle NC
Andrea L. Lowe
CRD#: 3027541
132 North First Street, Albemarle, NC 28001

Andrea Lowe (CRD# 3027541) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 26 years of experience in the finance industry.

15
Kelly Smith, financial advisor Albemarle NC
Kelly B. Smith
CRD#: 3085514
132 North First Street, Albemarle, NC 28001

Kelly Smith (CRD# 3085514) is an Investment Advisor Representative working at Uwharrie Investment Advisors, Inc. in Albemarle, NC and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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