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Firm profile

Tarheel Advisors, LLC

CHAPEL HILL, NCCRD 149308Latest ADV January 28, 2026

Tarheel Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chapel Hill, NC. Its latest Form ADV filing, dated January 28, 2026, reports $138M in regulatory assets under management, 2 employees, 3 offices, and 389 accounts.

Assets Under Management
$138M
Employees
2
Offices
3 offices
Total Clients
141
Primary office
CHAPEL HILL, NC
600 MARKET ST, STE G2, CHAPEL HILL, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORyan V. Glover

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 19, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 57.4% of total clients.
Top client categories% of clientsClients
1
Individuals
57.4%
81
2
HNWI
40.4%
57
3
Pension Plans
1.4%
2
4
Corporations
0.7%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$138Mas of January 28, 2026
Discretionary88.3%
$122M
88% of total RAUM88.3%
Non-discretionary11.7%
$16M
12% of total RAUM11.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$138M
Total Accounts389
10Y AUM Change+$20M (+17.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee71:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.