CHAPEL HILL, NCCRD 304642Latest ADV March 19, 2026
Absher Wealth Management, 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 March 19, 2026, reports $1.3B in regulatory assets under management, 9 employees, 2 offices, and 2,468 accounts.
Assets Under Management
$1.3B
Employees
9
Offices
2 offices
Total Clients
691
Primary office
CHAPEL HILL, NC
1450 RALEIGH ROAD, SUITE 105, CHAPEL HILL, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
377
2
Individuals
41.7%
288
3
Pension Plans
1.4%
10
4
Charitable
1.3%
9
5
Corporations
1.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 19, 2026
Discretionary92.6%
$1.2B
93% of total RAUM92.6%
Non-discretionary7.4%
$93M
7% of total RAUM7.4%
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$1.3B
Total Accounts2,468
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee77:1
10Y Employee Change+5 (+125.0%)
* 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.