Tarheel Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Tarheel Advisors reports 141 clients. They include 81 individual clients, 57 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 88.3% ($122M across 380 accounts) are managed with discretion; $16.2M across 9 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 19% |
| High-net-worth individuals | 40% | 70% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | 1% | 11% |
| Charitable organizations | Fewer than 5 | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 81 | $25.9M | 18.8% | $319K |
| High-net-worth individuals | 57 | $97M | 70.4% | $1.7M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $14.9M | 10.8% | $7.45M |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $40.5K | 0.0% | $40.5K |
| Total | 141 | $138M | 100% | — |
- Clients
- 81
- Regulatory AUM
- $25.9M
- AUM share
- 18.8%
- Avg. per client
- $319K
- Clients
- 57
- Regulatory AUM
- $97M
- AUM share
- 70.4%
- Avg. per client
- $1.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $14.9M
- AUM share
- 10.8%
- Avg. per client
- $7.45M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $40.5K
- AUM share
- 0.0%
- Avg. per client
- $40.5K
Total
- Clients
- 141
- Regulatory AUM
- $138M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Tarheel Advisors charges 0.35%–0.75% a year for its Individual Accounts. The fee is billed in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- A financial review and full financial plan are billed at $300 an hour, with no additional fee for wealth management clients.
Ryan Glover owns 50% to 75% of Tarheel Advisors. The leadership team of Tarheel Advisors includes Chief Compliance Officer Ryan Glover. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Tarheel Advisors, LLC
Ryan Glover
Control person · since January 2009
- Owns 50% to 75% of Tarheel Advisors, LLC
Walter Hinson
Control person · since January 2009
Tarheel Advisors’ regulatory assets grew from $118M (January 2025) to $138M (January 2026); clients rose from 133 to 141 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $138M | 141 | 2 | 4 |
| Jan 2025January 2025 | $118M | 133 | 2 | 4 |
Besides its headquarters, Tarheel Advisors has 3 offices, with 4 listed addresses in 1 state.
North Carolina · 4 listed addresses
- 600 Market St, Ste G2, Chapel HillHQ
- 2500 Regency Parkway, Cary
- 3300 Battleground Ave, Greensboro
- 4208 Six Forks RD., Raleigh
Contact and registration details
- Legal name
- Tarheel Advisors, LLC
- Headquarters
- 600 Market St, Ste G2, Chapel Hill, NC 27516
- Website
- tarheeladvisors.com
- Phone
- 984-271-1993
- SEC file
- 801-131916
- Structure
- North Carolina LLC
- Fiscal year end
- December
Tarheel Advisors does not have custody of client assets.
At year end, Tarheel Advisors’ separately managed accounts were mostly in stocks (64%) and bonds (29%).
What the accounts hold
- Stocks64%
- Bonds29%
- U.S. government and agency bonds24%
- State and local bonds2%
- Investment grade corporate bonds2%
- High-yield corporate bonds1%
- Cash7%
How many clients does Tarheel Advisors have?
Tarheel Advisors has 141 clients and manages $138 million for them, as of January 2026. They include 81 individual clients, 57 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 January 2026
What services does Tarheel Advisors offer?
Tarheel Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tarheel Advisors charge?
Tarheel Advisors charges 0.35%–0.75% a year for its Individual Accounts. The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
Source: TARHEEL ADVISORS, LLC ADV PART 2, filed 28 January 2026
How many financial advisors does Tarheel Advisors have?
Tarheel Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tarheel Advisors invest in?
At the end of its last fiscal year, Tarheel Advisors’ separately managed accounts held 64% exchange-traded equities, 24% U.S. government and agency bonds, 7% cash and equivalents, 2% state and local bonds, 2% investment grade corporate bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Tarheel Advisors have a minimum investment?
Yes, Tarheel Advisors’ minimum account size for its Individual Accounts is $250K.
Source: TARHEEL ADVISORS, LLC ADV PART 2, filed 28 January 2026
Who owns Tarheel Advisors?
Tarheel Advisors’ direct owners are Ryan Glover (50% to 75%) and Walter Hinson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 28 January 2026
How does Tarheel Advisors get paid?
Tarheel Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tarheel Advisors?
Tarheel Advisors’ main office is at 600 Market St, Ste G2, Chapel Hill, NC 27516. Its phone number is 984-271-1993. Its website is tarheeladvisors.com.
