Managers in Davidson, NC

United States · 9 asset managers within 25 km (1 in Davidson itself) · 33 wealth managers, banks and others

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 · Cornelius, NC 2 · Concord, NC 2 · Matthews, NC 2 · Mount Holly, NC 1 · Belmont, NC 1 · Salisbury, NC 1 · Cramerton, NC 1

Asset managers in and around Davidson

#	Manager	People here	Assets
1	GC PE HOLDINGS LLC hedge funds, structured credit, futures · Huntersville GC ADVISORS LLC, GC OPAL ADVISORS LLC $177.9bn	15	$177.9bn
2	PRIME CAPITAL FINANCIAL institutions · Cornelius, Mooresville $39.1bn	4	$39.1bn
3	CASTLE WEALTH GROUP Mooresville	about 3main office
4	NAMCOA institutions · Mooresville $404.3m	about 2main office	$404.3m
5	CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Huntersville $1.7tn	1	$1.7tn
6	CAPSOUTH WEALTH MANAGEMENT institutions · Huntersville $1.0bn	1	$1.0bn
7	StoneX Group Inc. institutions, FCA fund manager, wealth · Cornelius StoneX Advisors Inc. · 6 related pages $5.7bn	office	$5.7bn
8	Aspire Private Capital, LLC Davidson $483.7m	based here	$483.7m
9	Everstar Asset Management, LLC Mooresville $207.5m	based here	$207.5m

9 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.