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TARHEEL ADVISORS, LLC

C44
CRD 149308·SEC 801-131916·CHAPEL HILL, NC
AUM
$137.8M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$413K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TARHEEL ADVISORS, LLC
CRD
149308
SEC file #
801-131916
EIN
—
DBA names
—

Economics

AUM
$137.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$117.6M → $137.8M▲ +17%
Client mix
Individuals Other81
Individuals High Net Worth57
Pension Profit Sharing Plans2
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CHAPEL HILL NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
01/28/2026
ADV-W filed at
—
Website
linkedin.com/in/ryan-glover-cfp-317aab4(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GLOVER, RYAN, VERNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GLOVER, RYAN, VERNE
HINSON, WALTER, ARMSTRONG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4505233
Trust Company Affiliate
No

People (2)

2
GLOVER, RYAN, VERNE
IAR · Direct Owner · 62.5%
4505233
HINSON, WALTER, ARMSTRONG
IAR · Direct Owner · 62.5%
4513129