{"url":"https://nivawealth.com/firms/tarheel-advisors-149308","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/149308","regulatoryAum":137773753,"crd":"149308","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4505233","suffix":null,"lastName":"GLOVER","firstName":"RYAN","middleName":"VERNE"},{"crd":"4513129","suffix":null,"lastName":"HINSON","firstName":"WALTER","middleName":"ARMSTRONG"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-01-04","regulatoryAum":117616190,"clients":133,"employees":2,"offices":4},{"filedOn":"2026-01-28","regulatoryAum":137773753,"clients":141,"employees":2,"offices":4}],"secFileNumber":"801-131916","legalName":"Tarheel Advisors, LLC","displayName":"Tarheel Advisors","slug":"tarheel-advisors-149308","website":"https://tarheeladvisors.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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Accounts","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004484","versionId":1004484,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-01-28","documentName":"TARHEEL ADVISORS, LLC ADV PART 2","fee_rate_low":0.35,"fee_rate_high":0.75,"fee_negotiable":true,"minimum_account":250000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning","summary":"A financial review and full financial plan are billed at $300 an hour, with no additional fee for wealth management clients.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004484","versionId":1004484,"submittedOn":"2026-01-28","documentName":"TARHEEL ADVISORS, LLC ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:53:37.919242+00:00","documents":[{"name":"TARHEEL ADVISORS, LLC ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004484","versionId":1004484,"submittedOn":"2026-01-28"}]},"custodians":[],"custodyNote":"Tarheel Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ryan Glover","title":"Principal & Chief Compliance Officer","crd":"4505233"},{"name":"Walter Hinson","title":"Principal","crd":"4513129"}],"ownership":[{"label":"Ryan Glover","detail":"Principal & chief compliance officer in the 50% to 75% ownership band and a control person, since January 2009."},{"label":"Walter Hinson","detail":"Principal in the 50% to 75% ownership band and a control person, since January 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":0},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":4,"addresses":[{"street":"600 Market St, Ste G2","city":"Chapel Hill","headquarters":true},{"street":"2500 Regency Parkway","city":"Cary"},{"street":"3300 Battleground Ave","city":"Greensboro"},{"street":"4208 Six Forks RD.","city":"Raleigh"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"984-271-1993","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Publication of periodicals or newsletters","Educational seminars/workshops"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":64},{"label":"U.S. government/agency bonds","percent":24},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":2},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"28 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/149308/PDF/149308.pdf","brochureDate":"28 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1004484","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Tarheel Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tarheel Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Tarheel Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Tarheel Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tarheel Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Tarheel Advisors have a minimum investment?","answer":"Yes, Tarheel Advisors’ minimum account size for its Individual Accounts is $250K.","source":"TARHEEL ADVISORS, LLC ADV PART 2, filed 28 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Tarheel Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tarheel Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Tarheel Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 28 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}