List of Investment Management Companies in North Carolina, United States

Discover top Investment Management companies in North Carolina, United States with our industry directory. Our B2B database features detailed company profiles, executive information, and performance data for informed decision-making. From sourcing partners to identifying prospects, access accurate business intelligence and connect directly with industry leaders. Key Investment Management companies in North Carolina include Horizon Investments LLC, Ridgemont Equity Partners, DHG Wealth Advisors LLC and Nabell Winslow Investments Wealth Management, alongside other established enterprises.

Horizon Investments LLC
6210 Ardrey Kell Road Suite 300, Charlotte NC

Employees

125-250

Annual revenue

$96.7M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

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Ridgemont Equity Partners
101 S Tryon Street, Suite 3400, Charlotte NC

Employees

125-250

Annual revenue

$50M

SIC Code

6722 - Management Investment Offices, Open-end

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DHG Wealth Advisors LLC
500 Ridgefield Ct, Asheville NC

Employees

25-50

Annual revenue

$38M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

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Nabell Winslow Investments Wealth Management
219 Racine Drive Suite A-1, Wilmington NC

Employees

5-10

Annual revenue

$24M

SIC Code

621 - Security Brokers, Dealers, and Flotation Companies

NAICS Code

523910 - Miscellaneous Intermediation

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Rinehart Wealth Management
521 East Morehead Street, Suite 580, Charlotte NC

Employees

25-50

Annual revenue

$20M

SIC Code

6722 - Management Investment Offices, Open-end

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Cherokee Investment Partners LLC
111 East Hargett St. Suite 300, Raleigh NC

Employees

25-50

Annual revenue

$18.2M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

NAICS Code

813312 - Environment, Conservation and Wildlife Organizations

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Hatteras Funds
8510 Colonnade Center Dr Ste 150, Raleigh NC

Employees

25-50

Annual revenue

$15.6M

SIC Code

679 - Miscellaneous Investing

NAICS Code

525990 - Other Financial Vehicles

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Oxford Investment Group Inc
3334 Hillsborough Street, Raleigh NC

Employees

5-10

Annual revenue

$11M

SIC Code

679 - Miscellaneous Investing

NAICS Code

5239 - Other Financial Investment Activities

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Amundi Smith Breeden
280 South Mangum Street, Suite 301, Durham NC

Employees

125-250

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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Carolinas Investment Consulting LLC
5605 Carnegie Blvd, Suite 400, Charlotte NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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HCG Funds
133 Fayetteville St, Raleigh NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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DMJ Wealth Advisors
703 Green Valley Road Suite 201, Greensboro NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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Duke Impact Investing Group
Duke Campus, Durham NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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Ten Oaks Group
1133 Metropolitan Ave, Charlotte NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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Hutchinson Family Office
445 Dolley Madison Road Suite 306, Greensboro NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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Granville Capital Inc
300 N. Greene Street, Suite 1750, Greensboro NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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Blackbridge Capital
Durham NC

Employees

25-50

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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Lexington Asset Management
3737 Glenwood Avenue, Suite 100, Raleigh NC

Employees

5-10

Annual revenue

$10M

SIC Code

6722 - Management Investment Offices, Open-end

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WEDGE Capital Management LLP
301 S College Street Suite 3800, Charlotte NC

Employees

25-50

Annual revenue

$9.1M

SIC Code

6211 - Security Brokers, Dealers, and Flotation Companies

NAICS Code

523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities

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NovaQuest Capital Management
4208 Six Forks Road Suite 920, Raleigh NC

Employees

25-50

Annual revenue

$9M

SIC Code

679 - Miscellaneous Investing

NAICS Code

5239 - Other Financial Investment Activities

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Summit Park
300 S Tryon St. Suite 1210, Charlotte NC

Employees

25-50

Annual revenue

$7M

SIC Code

679 - Miscellaneous Investing

NAICS Code

5239 - Other Financial Investment Activities

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Copley Investment Management
5025 Wrightsville Ave B, Wilmington NC

Employees

5-10

Annual revenue

$6M

SIC Code

621 - Security Brokers, Dealers, and Flotation Companies

NAICS Code

5239 - Other Financial Investment Activities

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Waypoint Strategic Advisors
214 Executive Park, Asheville NC

Employees

5-10

Annual revenue

$5.7M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

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QMS Capital Management LP
240 Leigh Farm Road Suite 450, Durham NC

Employees

25-50

Annual revenue

$5.3M

SIC Code

672 - Investment Offices

NAICS Code

52591 - Open-End Investment Funds

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Steele Creek Investment Management
201 South College St, 201 South College St, Charlotte, North Caroli, Charlotte NC

Employees

25-50

Annual revenue

$5M

SIC Code

6722 - Management Investment Offices, Open-end

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Harbor Capital Management Inc
821 E Morehead St, Charlotte NC

Employees

25-50

Annual revenue

$5M

SIC Code

621 - Security Brokers, Dealers, and Flotation Companies

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Carousel Capital
201 N Tryon St, Charlotte NC

Employees

25-50

Annual revenue

$5M

SIC Code

673 - Trusts

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Sheets Smith Wealth Management Inc
120 Club Oaks Court Suite 200, Winston-Salem NC

Employees

25-50

Annual revenue

$3M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

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Asset Growth Partners
6302 Fairview Road, Suite 100, Charlotte NC

Employees

25-50

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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South Atlantic Capital Management Group Inc
Lumina Station, 1900 Eastwood Road., Suite 14, Wilmington NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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AdaptFirst Investments
631 S Elm St, Greensboro NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

8721 - Accounting, Auditing, and Bookkeeping Services

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SharpVue Capital
700 Spring Forest Rd, Suite 233, Raleigh NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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TRENT CAPITAL MANAGEMENT INC
3150 N. ELM ST, Greensboro NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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YellowWood Wealth Solutions
525 North Tryon Street, 16th Floor, Charlotte NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Mosaic Capital Management
4505 Country Club Road, Suite 201, Winston-Salem NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Investor Advisory Group
421 S. Sharon Amity Road, Suite A, Charlotte NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Hargett Hunter Capital Partners
4242 Six Forks Rd, Raleigh NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Eastover Capital Management
509 Fenton Pl, Charlotte NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Arky Miller Financial Group
6320 Quadrangle Dr., Ste. 205, Durham NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Arbor Investment Advisors
300 South Main St, Winston-Salem NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Anchor Capital Management Company
505 Oberlin Road, 505 Oberlin Road, Raleigh, NC, 27605, United, Raleigh NC

Employees

5-10

Annual revenue

$2.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Midtown Financial Advisors
1201 Battleground Ave Ste 200, Greensboro NC

Employees

25-50

Annual revenue

$2M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

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Hubbell Consulting
15720 Brixham Hill Ave Ballantyne One Ste 300, Charlotte NC

Employees

5-10

Annual revenue

$1M

SIC Code

874 - Management and Public Relations Services

NAICS Code

5416 - Management, Scientific, and Technical Consulting Services

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Holderness Investments Company
2102 N Elm Street Suite C, Greensboro NC

Employees

5-10

Annual revenue

$1M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

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Spark Asset Management Group
8320 University Exec Park Drive, Suite 110, Charlotte NC

Employees

5-10

Annual revenue

$1M

SIC Code

6722 - Management Investment Offices, Open-end

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Colville Capital LLC
201 S College St Ste 2770, Charlotte NC

Employees

5-10

Annual revenue

$1M

SIC Code

679 - Miscellaneous Investing

NAICS Code

5239 - Other Financial Investment Activities

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Blueprint Investment Partners LLC
1250 Revolution Mill Drive Suite 150, Greensboro NC

Employees

5-10

Annual revenue

$0.8M

SIC Code

679 - Miscellaneous Investing

NAICS Code

523910 - Miscellaneous Intermediation

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Female Advisor Network
421 N. Harrington Street, Raleigh NC

Employees

1-5

Annual revenue

$0.5M

SIC Code

6722 - Management Investment Offices, Open-end

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Tilia Fiduciary Partners Inc
32 N Front St, Wilmington NC

Employees

5-10

Annual revenue

$0.436M

SIC Code

628 - Services Allied With The Exchange of Securities Or Commodities

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List of Investment Management Companies in North Carolina, United States

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