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Below is the list of Top 50 Investment Management Startups And Companies in North Carolina ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: North Carolina
Website: captrustadvisors.com
Company Founded: 1989
Company Size: 501-1000
Company Address: 4208 Six Forks Road, Raleigh, North Carolina, United States
Captrust Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mario Giganti | Senior Vice President | Financial Advisor | |||
| Chad Griffeth | Vice President | Financial Advisor | |||
| Timothy Rice | Principal | |||
| Braxton Barnes | Financial Advisor | |||
| Mike Molewski | Principal | Financial Advisor | |||
| Advisor Paul Schaffer | Senior Vice President | |||
| Brent Hartman | Investment Strategist |
Industry: Investment Management
Location: North Carolina
Website: auerbachfunds.com
Company Size: 1-10
Company Address: 6000 Fairview Road, Charlotte, North Carolina, United States
Auerbach Funds Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Peter Auerbach | Managing Partner |
Industry: Investment Management
Location: North Carolina
Website: dhgwa.com
Company Founded: 2000
Company Size: 11-50
Company Address: 500 Ridgefield Court, Asheville, North Carolina, United States
Dixon Hughes Goodman Wealth Advisors Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ppc Jason Lunsford | Retirement Plan Services Practice Leader And Advisor | |||
| Ellen Lindh | Financial Advisor | |||
| David Winn | Financial Advisor | |||
| Jason Lunsford | Retirement Plan Services Practice Leader And Advisor | |||
| Paul Harteg | Paul J Harteg, Cfpâ , Aif |
Industry: Investment Management
Location: North Carolina
Website: sterling-capital.com
Company Founded: 1970
Company Size: 201-500
Company Address: 4350 Congress Street, Charlotte, North Carolina, United States
Sterling Capital Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Julie Douglass | Executive Assistant And Accountant | |||
| Mike Ogles | It Director | |||
| Betty Wilson | Human Resource Director | |||
| Ryan Black | Manager Of Investment Operations | |||
| Colin Ducharme | Executive Director | |||
| Anthony Corallo | Executive Director | |||
| William Lauber | Senior Wealth Advisor |
Industry: Investment Management
Location: North Carolina
Website: horizoninvestments.com
Company Founded: 1995
Company Size: 51-200
Company Address: 6210 Ardrey Kell Road, Charlotte, North Carolina, United States
Horizon Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Drahzal | Head Of Distribution | |||
| Melissa Wendt | Regional Director, Midwest Territory | |||
| Alice Heath | Director, Internal Sales Desk | |||
| Carlos Barbosa | Eastern Divisional Director | |||
| Héctor Zamora | Maintenance Supervisor |
Industry: Investment Management
Location: North Carolina
Company Founded: 2012
Company Size: 11-50
Company Address: 639 Executive Place, Fayetteville, North Carolina, United States
Aafmaa Wealth Management & Trust Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steve Galing | Relationship Manager | |||
| Rob Rea | Relationship Manager | |||
| Tony Babich | Relationship Manager | |||
| Cinthia Wilkinson | Relationship Manager | |||
| Laura Anderson | Underwriting Support Specialist | |||
| Laura Campos | Underwriting Support Specialist | |||
| Steve Galing | Relationship Manager |
Industry: Investment Management
Location: North Carolina
Website: bbridgecapital.com
Company Founded: 2011
Company Size: 11-50
Blackbridge Capital, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bridger Pennington | Founder And Managing Director | |||
| Soham Awon | Associate | |||
| Paul Kirrane | General Manager |
Industry: Investment Management
Location: North Carolina
Company Founded: 2003
Company Size: 1-10
Company Address: 13806 Ballantyne Corporate Place, Charlotte, North Carolina, United States
Tara Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mohammad Gharavi | General Manager | |||
| Tyler Dockery | Hospitality Management Prefessional | |||
| Britton Delis | Assistant General Manager | |||
| Daniel Galligan | Owner | |||
| Karen Keys | Vice President |
Industry: Investment Management
Location: North Carolina
Website: blueprintip.com
Company Founded: 2013
Company Size: 1-10
Company Address: 1250 Revolution Mill Drive, Greensboro, North Carolina, United States
Blueprint Investment Partners Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Carlone | National Sales Director |
Industry: Investment Management
Location: North Carolina
Website: morgancreekcap.com
Company Founded: 2004
Company Size: 11-50
Company Address: 301 West Barbee Chapel Road, Chapel Hill, North Carolina, United States
Morgan Creek Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Forstl | Managing Director, Head Of Intermediary Distribution | |||
| Morgan Ayers | Branch President At Morgan Creek Capital Management |
Industry: Investment Management
Location: North Carolina
Website: internationalfarming.com
Company Size: 51-200
Company Address: 1291 Highway 258 North, Kinston, North Carolina, United States
International Farming Corporation, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ellen Farino | Associate | |||
| Danny Blalock | Vice President Of Ag Services | |||
| Blake Gray | Regional Agronomic Account Manager |
Industry: Investment Management
Location: North Carolina
Website: trentcap.com
Company Founded: 1996
Company Size: 11-50
Trent Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nicole Reed | Manager | |||
| Greg Young | Financial Advisor | |||
| Walt Parker | Chief Pilot | |||
| Jason Whittington | Financial Advisor | |||
| Bob May | Chief Investment Officer |
Industry: Investment Management
Location: North Carolina
Website: assetgrowthpartners.com
Company Founded: 2017
Company Size: 11-50
Company Address: 6302 Fairview Road, Charlotte, North Carolina, United States
Asset Growth Partners, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| F Andrew Thinnes | Manager | |||
| Lin Bercher | Advisory Board Member |
Industry: Investment Management
Location: North Carolina
Website: frontiercapital.com
Company Founded: 1999
Company Size: 51-200
Company Address: 1111 Metropolitan Avenue, Charlotte, North Carolina, United States
Frontier Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Froetscher | Operating Partner |
Industry: Investment Management
Location: North Carolina
Website: carolinasinvest.com
Company Founded: 2001
Company Size: 11-50
Company Address: 5605 Carnegie Boulevard, Charlotte, North Carolina, United States
Carolinas Investment Consulting Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ivan Lukic | Portfolio Analyst | |||
| Molly Peecher | Relationship Manager |
Industry: Investment Management
Location: North Carolina
Website: corrumcapital.com
Company Founded: 2013
Company Size: 11-50
Company Address: 1300 South Church Street, Charlotte, North Carolina, United States
Corrum Capital Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gregory Casey | Managing Director | |||
| Casey Corum | Managing Director |
Industry: Investment Management
Location: North Carolina
Website: 25capital.com
Company Founded: 2011
Company Size: 11-50
25 Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Adam Webb | Director | |||
| Steve Mcnally | Vice President Construction |
Industry: Investment Management
Location: North Carolina
Website: dukeimpact.org
Company Size: 11-50
Duke Impact Investing Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Miles Underwood | Consulting Analyst |
Industry: Investment Management
Location: North Carolina
Website: globalbankerscapital.com
Company Founded: 2017
Company Size: 11-50
Global Bankers Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Krishnan Harihara | Managing Director - Structured Finance |
Industry: Investment Management
Location: North Carolina
Website: christianinvestmentforum.org
Company Founded: 2011
Company Size: 1-10
Christian Investment Forum Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rick Laymon | Member Firm At Christian Investment Forum |
Industry: Investment Management
Location: North Carolina
Website: bcbsncfoundation.org
Company Size: 11-50
Company Address: P/o Box 2291, Durham, North Carolina, United States
Blue Cross And Blue Shield Of North Carolina Foundation Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cynthia Harris | Business Analyst |
Industry: Investment Management
Location: North Carolina
Website: rivermont.com
Company Founded: 2017
Company Size: 1-10
Company Address: 200 North Mangum Street, Durham, North Carolina, United States
Rivermont Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Lemanski | Chief Executive Officer |
Industry: Investment Management
Location: North Carolina
Website: holdernessinvestments.com
Company Founded: 1995
Company Size: 1-10
Company Address: 2102 North Elm Street, Greensboro, North Carolina, United States
Holderness Investments Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Hannah Decker | Investment Advisor Assistant |
Industry: Investment Management
Location: North Carolina
Website: investormanagementservices.com
Company Founded: 2015
Company Size: 51-200
Investor Management Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ashley Cisson | Property Manager | |||
| Ashley Boyd | Property Manager | |||
| Stephanie Johnson | Director Of Financial Management |
Industry: Investment Management
Location: North Carolina
Website: anchorcap.us
Company Founded: 2008
Company Size: 1-10
Company Address: 3105 Glenwood Avenue, Raleigh, North Carolina, United States
Anchor Capital Management Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Tim Krongard | Partner |
Industry: Investment Management
Location: North Carolina
Website: sandlapperwealth.com
Company Founded: 2012
Company Size: 1-10
Sandlapper Wealth Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jack Bixler | Executive Vice President - National Sales Manager |
Industry: Investment Management
Location: North Carolina
Website: qmscapital.com
Company Size: 11-50
Company Address: 240 Leigh Farm Road, Durham, North Carolina, United States
Qms Capital Management Lp Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Daryl Caldwell | Principal At Qms Capital Management |
Industry: Investment Management
Location: North Carolina
Company Founded: 2013
Company Size: 1-10
Company Address: 555 Fayetteville Street, Raleigh, North Carolina, United States
Tiverton Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christian Ramirez | Principal |
Industry: Investment Management
Location: North Carolina
Website: jerniganfinancial.com
Company Size: 1-10
Company Address: P/o Box 1851, Fayetteville, North Carolina, United States
Jernigan Financial Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jake Jernigan | Investment Advisor |
Industry: Investment Management
Location: North Carolina
Website: riverrockcapitalpartners.com
Company Founded: 2010
Company Size: 11-50
Company Address: 8015 West Kenton Circle, Huntersville, North Carolina, United States
River Rock Capital Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Oakes | General Counsel |
Industry: Investment Management
Location: North Carolina
Website: sapere.com
Company Size: 11-50
Company Address: 130 Matthews Station Street, Matthews, North Carolina, United States
Sapere Wealth Management Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Carlton Dixon | Owner, Sapere Wealth Management |
Industry: Investment Management
Location: North Carolina
Website: parsecfinancial.com
Company Founded: 1980
Company Size: 51-200
Company Address: 6 Wall Street, Asheville, North Carolina, United States
Parsec Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Laura Greene | Operations Associate |
Industry: Investment Management
Location: North Carolina
Website: nabellwinslow.com
Company Founded: 2013
Company Size: 1-10
Company Address: 211 Racine Drive, Wilmington, North Carolina, United States
Nabell Winslow Investments & Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steve Fleming | Investment Advisor Representative |
Industry: Investment Management
Location: North Carolina
Website: fountainfinancial.net
Company Founded: 1998
Company Size: 1-10
Company Address: 1209 Culbreth Drive, Wilmington, North Carolina, United States
Fountain Financial Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chrystel Bagrou | Intern |
Industry: Investment Management
Location: North Carolina
Website: altavistawealth.com
Company Founded: 2003
Company Size: 11-50
Company Address: 4 Vanderbilt Park Drive, Asheville, North Carolina, United States
Altavista Wealth Management, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Karen Coble | Trust Services Director |
Industry: Investment Management
Location: North Carolina
Website: amundismithbreeden.com
Company Founded: 1982
Company Size: 51-200
Company Address: 280 South Mangum Street, Durham, North Carolina, United States
Amundi Smith Breeden Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Milagros Cruz | Manager |
Industry: Investment Management
Location: North Carolina
Website: investorsmanagement.com
Company Founded: 1971
Company Size: 11-50
Company Address: 801 North West Street, Raleigh, North Carolina, United States
Investors Management Corporation Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kristen Jacot | Executive Assistant To The Chief Executive Officer And Chief Financial Officer, Event Planner |
Industry: Investment Management
Location: North Carolina
Website: summitparkllc.com
Company Founded: 2006
Company Size: 11-50
Company Address: 300 South Tryon Street, Charlotte, North Carolina, United States
Summit Park, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kefa Ogwankwa | Nurse |
Industry: Investment Management
Location: North Carolina
Website: cherokeefund.com
Company Size: 11-50
Company Address: 111 East Hargett Street, Raleigh, North Carolina, United States
Cherokee Investment Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Irving Cohen | Partner |
Industry: Investment Management
Location: North Carolina
Website: blankenshipandseay.com
Company Size: 1-10
Company Address: 1216 Applegate Parkway, Waxhaw, North Carolina, United States
The Blankenship Group Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Frances Foy | Administrative Assistant |
Industry: Investment Management
Location: North Carolina
Company Size: 11-50
Company Address: 875 Walnut Street, Cary, North Carolina, United States
Trinity Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Morris Nutt | Chief Executive Officer And Ria |
Industry: Investment Management
Location: North Carolina
Website: biltmorefamilyoffice.com
Company Founded: 2008
Company Size: 11-50
Company Address: 6836 Morrison Boulevard, Charlotte, North Carolina, United States
Biltmore Family Office, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ben Wallace | Occupational Therapist |
Industry: Investment Management
Location: North Carolina
Website: wealthqb.com
Company Founded: 2001
Company Size: 11-50
Company Address: 1007 Slater Road, Durham, North Carolina, United States
Gordon Asset Management, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ed Heaton | Director Of Facilities Operations |
Industry: Investment Management
Location: North Carolina
Website: goldentriangle.us
Company Founded: 2013
Company Size: 1-10
Golden Triangle Enterprises Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Melvin Ray | Civil Engineering Technician |
Industry: Investment Management
Location: North Carolina
Website: integrativecapital.com
Company Size: 1-10
Integrative Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jen Romero | M.a |
Industry: Investment Management
Location: North Carolina
Company Size: 1-10
Company Address: 14600 Weston Parkway, Cary, North Carolina, United States
Meta Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Randy Groenhagen | Database Administrator Iv |
Industry: Investment Management
Location: North Carolina
Website: investaegis.com
Company Size: 11-50
Company Address: 1310 South Tryon Street, Charlotte, North Carolina, United States
Aegis Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Thomas Duggan | Managing Director |
| No. | Name | Company | Job Title | Phone | ||
|---|---|---|---|---|---|---|
| 1 | Mario Giganti | Captrust | Senior Vice President | Financial Advisor | |||
| 2 | Chad Griffeth | Captrust | Vice President | Financial Advisor | |||
| 3 | Timothy Rice | Captrust | Principal | |||
| 4 | Braxton Barnes | Captrust | Financial Advisor | |||
| 5 | Mike Molewski | Captrust | Principal | Financial Advisor | |||
| 6 | Advisor Paul Schaffer | Captrust | Senior Vice President | |||
| 7 | Brent Hartman | Captrust | Investment Strategist | |||
| 8 | Peter Auerbach | Auerbach Funds | Managing Partner | |||
| 9 | Ppc Jason Lunsford | Dixon Hughes Goodman Wealth Advisors Llc | Retirement Plan Services Practice Leader And Advisor | |||
| 10 | Ellen Lindh | Dixon Hughes Goodman Wealth Advisors Llc | Financial Advisor | |||
| 11 | David Winn | Dixon Hughes Goodman Wealth Advisors Llc | Financial Advisor | |||
| 12 | Jason Lunsford | Dixon Hughes Goodman Wealth Advisors Llc | Retirement Plan Services Practice Leader And Advisor | |||
| 13 | Paul Harteg | Dixon Hughes Goodman Wealth Advisors Llc | Paul J Harteg, Cfpâ , Aif | |||
| 14 | Julie Douglass | Sterling Capital Management Llc | Executive Assistant And Accountant | |||
| 15 | Mike Ogles | Sterling Capital Management Llc | It Director | |||
| 16 | Betty Wilson | Sterling Capital Management Llc | Human Resource Director | |||
| 17 | Ryan Black | Sterling Capital Management Llc | Manager Of Investment Operations | |||
| 18 | Colin Ducharme | Sterling Capital Management Llc | Executive Director | |||
| 19 | Anthony Corallo | Sterling Capital Management Llc | Executive Director | |||
| 20 | William Lauber | Sterling Capital Management Llc | Senior Wealth Advisor | |||
| 21 | John Drahzal | Horizon Investments | Head Of Distribution | |||
| 22 | Melissa Wendt | Horizon Investments | Regional Director, Midwest Territory | |||
| 23 | Alice Heath | Horizon Investments | Director, Internal Sales Desk | |||
| 24 | Carlos Barbosa | Horizon Investments | Eastern Divisional Director | |||
| 25 | Héctor Zamora | Horizon Investments | Maintenance Supervisor | |||
| 26 | Steve Galing | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
| 27 | Rob Rea | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
| 28 | Tony Babich | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
| 29 | Cinthia Wilkinson | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
| 30 | Laura Anderson | Aafmaa Wealth Management & Trust Llc | Underwriting Support Specialist | |||
| 31 | Laura Campos | Aafmaa Wealth Management & Trust Llc | Underwriting Support Specialist | |||
| 32 | Steve Galing | Aafmaa Wealth Management & Trust Llc | Relationship Manager | |||
| 33 | Bridger Pennington | Blackbridge Capital, Llc | Founder And Managing Director | |||
| 34 | Soham Awon | Blackbridge Capital, Llc | Associate | |||
| 35 | Paul Kirrane | Blackbridge Capital, Llc | General Manager | |||
| 36 | Mohammad Gharavi | Tara Investments | General Manager | |||
| 37 | Tyler Dockery | Tara Investments | Hospitality Management Prefessional | |||
| 38 | Britton Delis | Tara Investments | Assistant General Manager | |||
| 39 | Daniel Galligan | Tara Investments | Owner | |||
| 40 | Karen Keys | Tara Investments | Vice President |
Investment Management companies in different states of USA
Investment Management companies in different cities of North Carolina
| No. | Cities | Number of Contacts | Download |
|---|---|---|---|
| 1 | Investment Management Companies in Charlotte | 2028 |