UWHARRIE INVESTMENT ADVISORS, INC.
SEC file number 801-63767
· ALBEMARLE, NC
https://uwharrie.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$224.7M
Discretionary AUM
$224.7M
Employees
17
Clients
16
Firm
- Address
- 132 NORTH FIRST STREET
ALBEMARLE, NC 28001 - Phone
- —
- Website
- https://uwharrie.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Advisers Investment Trust Medium name-match confidence · CIK 1516523 · IL
- UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC Medium name-match confidence · CIK 2092698 · TX
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
-
Advisers Investment Trust · D/A · Feb 6, 2026
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UNITED CAPITAL ADVISORS EMPLOYEE INVESTMENT, LLC · D · Jan 2, 2026$1.4M
-
Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
-
Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
-
Advisers Investment Trust · D/A · Feb 6, 2025