NAMCOA

Mooresville, United States · CRD 133978

SEC-registered investment adviser since 2006 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$404.3m
Main clients (by assets)Pension plans 58%, Individuals 26%, Charities 10%
Websiteinfinitewealthadvisors.com
Form ADV · 2026-06-03SEC adviser record

Kindinstitutions
Others nearbyMooresville, NC, Hilliard, OH, San Diego, CA, High Point, NC, Fort Myers, FL

As an employer

Staff (Form ADV)11 · 8 in investment roles
Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Mooresville, NC (main office)United States	United States	about 2
Hilliard,, OHUnited States	United States	3
Fort Myers, FLUnited States	United States	1
High Point, NCUnited States	United States	1
San Diego, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.