Firms by city
Registered investment advisers in Durham, NC
5 SEC-registered advisers headquartered in Durham, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Silverback Asset Management | Durham, NC | $1.19B |
| Verity Asset Management | Durham, NC | $1.15B |
| Kuhn Advisors | Durham, NC | $801M |
| Integrated Wealthcare | Durham, NC | $218M |
| Pinafore Wealth Counsel | Durham, NC | $174M |
- Headquarters
- Durham, NC
- Regulatory AUM
- $1.19B
- Headquarters
- Durham, NC
- Regulatory AUM
- $1.15B
- Headquarters
- Durham, NC
- Regulatory AUM
- $801M
- Headquarters
- Durham, NC
- Regulatory AUM
- $218M
- Headquarters
- Durham, NC
- Regulatory AUM
- $174M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Durham on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in North Carolina.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.