Vault-13

Managers in Belmont, NC

United States · 151 asset managers within 25 km (1 in Belmont itself) · 154 wealth managers, banks and others

BelmontCharlotteHuntersvilleFort MillCaryDurhamChapel HillGreenvilleTravelers RestGreensboro
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Charlotte, NC 145 · Mooresville, NC 4 · Huntersville, NC 3 · Fort Mill, SC 3 · Cornelius, NC 2 · Matthews, NC 2 · Concord, NC 2 · Cramerton, NC 1 · Mount Holly, NC 1 · Davidson, NC 1

Asset managers in and around Belmont

#Manager People here Assets Visa salary
101 GCM GROSVENOR WEALTH L.P. Charlotte 1
102 INTEGRATED FINANCIAL STRATEGIES, LLC Charlotte 1
103 USI SECURITIES, INC. Charlotte 1
104 CARDINAL COMPANIES, LLC private equity · Charlotte 1main office
105 COMMUNITY TAILORED OPPORTUNITIES LLC private equity, venture · Charlotte 1
106 VANGUARD GROUP INC mutual funds, futures, FCA fund manager, wealth · Charlotte VANGUARD ADVISERS INC · 8 related pages $11.1tn · visa salary $147,525 office $11.1tn $147,52568 filings
107 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Charlotte MERRILL LYNCH, PIERCE, FENNER & SMITH INC., BANK OF AMERICA CORP /DE/ · 9 related pages $1.8tn · visa salary $175,000 office $1.8tn $175,00013 filings
108 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Charlotte EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
109 WELLS FARGO & COMPANY/MN wealth · Charlotte WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENT INSTITUTE, INC., Wells Fargo Securities, LLC · 8 related pages $671.4bn 3 offices $671.4bn
110 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Charlotte REICHARD CAPITAL, LLC · 70 related pages $368.7bn office $368.7bn
111 PNC Financial Services Group, Inc. private equity, institutions, wealth · Charlotte PNC Wealth Management LLC · 6 related pages $201.8bn · visa salary $130,000 office $201.8bn $130,0003 filings
112 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Charlotte SCS Capital Management LLC · 6 related pages $181.9bn office $181.9bn
113 Corient Private Wealth LP hedge funds, private equity, venture, real estate and 1 more · Charlotte Corient Private Wealth LP · 2 related pages $165.3bn office $165.3bn
114 Janney Montgomery Scott LLC wealth · Charlotte JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
115 StepStone Group LP hedge funds, private equity, venture, real estate and 2 more · Charlotte STEPSTONE PRIVATE WEALTH · 2 related pages $107.8bn office $107.8bn
116 OSAIC HOLDINGS, INC. private equity, wealth · Charlotte CW Advisors, LLC · 6 related pages $85.1bn office $85.1bn
117 CNO Financial Group, Inc. structured credit, institutions, wealth · Charlotte BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn 2 offices $30.5bn
118 CHURCHILL INVESTMENT MANAGEMENT LLC Charlotte $12.1bn office $12.1bn
119 WestEnd Advisors, LLC Charlotte $4.5bn based here $4.5bn
120 Bragg Financial Advisors, Inc Charlotte $3.7bn based here $3.7bn
121 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Charlotte A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
122 FIRST CITIZENS INVESTOR SERVICES, INC. private equity, wealth · Charlotte FIRST CITIZENS INVESTOR SERVICES, INC., First Citizens Asset Management, Inc. · 3 related pages $2.6bn 3 offices $2.6bn
123 OAKWORTH CAPITAL, INC. wealth · Charlotte OAKWORTH ASSET MANAGEMENT, LLC · 2 related pages $2.1bn office $2.1bn
124 TIAA TRUST, NATIONAL ASSOCIATION Charlotte $1.7bn based here $1.7bn
125 MBL Wealth, LLC Charlotte $1.5bn based here $1.5bn
126 HALE PARTNERSHIP CAPITAL MANAGEMENT, LLC hedge funds, real estate, institutions · Charlotte $788.3m office $788.3m
127 Verum Partners LLC Charlotte $661.5m based here $661.5m
128 First Personal Financial Services Charlotte $472.9m based here $472.9m
129 Kingfisher Capital LLC Charlotte $436.9m based here $436.9m
130 Tikvah Management LLC Charlotte $329.2m based here $329.2m
131 Defender Capital, LLC. Charlotte $308.0m based here $308.0m
132 Eastover Investment Advisors LLC Charlotte $253.9m based here $253.9m
133 MUIRFIELD WEALTH ADVISORS LLC Charlotte $153.2m based here $153.2m
134 WealthPoint Financial, LLC Cramerton $137.2m based here $137.2m
135 Portus Wealth Advisors, LLC Charlotte $121.5m based here $121.5m
136 VARIANT PERCEPTION mutual funds · Charlotte $31.9m office $31.9m
137 AFTON CAPITAL MANAGEMENT LLC hedge funds · Charlotte AFTON CAPITAL MANAGEMENT LLC, AFTON CAPITAL MANAGEMENT $30.6m office $30.6m
138 Atlas Principals, LLC Charlotte based here
139 CAROLINAS WEALTH CONSULTING LLC Charlotte based here
140 Old Well Partners, LLC hedge funds, private equity · Charlotte office
141 BLACK OWL CAPITAL hedge funds · Charlotte office
142 BROADTREE PARTNERS MANAGEMENT, LLC private equity · Charlotte office
143 GEM GP, LLC Charlotte based here
144 HEADLIGHT PARTNERS private equity · Charlotte office
145 LINVILLE CAPITAL private equity · Charlotte office
146 MEM MANAGER, LLC real estate · Charlotte office
147 MOSAIC CAPITAL PARTNERS LLC private equity · Charlotte office
148 ROAN HFH, LP private equity · Mount Holly office
149 Simcah Management LLC Charlotte based here
150 THE ZABEL COMPANIES, LLC private equity · Charlotte office

151 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.