SOUTHERN PINES, NCCRD 104537Latest ADV February 13, 2026
Dreher Financial Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Southern Pines, NC. Its latest Form ADV filing, dated February 13, 2026, reports $148M in regulatory assets under management, 2 employees, and 496 accounts.
Assets Under Management
$148M
Employees
2
Offices
--
Total Clients
184
Primary office
SOUTHERN PINES, NC
275 SE BROAD STREET, SOUTHERN PINES, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.2% of total clients.
Top client categories% of clientsClients
1
Individuals
77.2%
142
2
HNWI
19.6%
36
3
Pension Plans
2.2%
4
4
Charitable
1.1%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 13, 2026
Discretionary100.0%
$148M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$148M
Total Accounts496
10Y AUM Change+$29M (+24.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee92:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.