Hollingsworth Avent Averre & Purvis, Pa is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 30, 2026, reports $177M in regulatory assets under management, 3 employees, and 152 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
50
2
HNWI
44.0%
44
3
Pension Plans
4.0%
4
4
Corporations
2.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of March 30, 2026
Discretionary100.0%
$177M
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$177M
Total Accounts152
10Y AUM Change+$66M (+59.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change-8 (-72.7%)
* 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.