SourcingSourcing

ABSHER WEALTH MANAGEMENT, LLC

C23
CRD 304642·SEC 801-117177·CHAPEL HILL, NC
AUM
$1.26B
$1B+
Est. Revenue
$12.6M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ABSHER WEALTH MANAGEMENT, LLC
CRD
304642
SEC file #
801-117177
EIN
834522177
DBA names
—

Economics

AUM
$1.26B
AUM band
$1B+
AUM trajectory
'20'26
$491.3M → $1.26B▲ +157%
Client mix
Individuals High Net Worth377
Individuals Other288
Pension Profit Sharing Plans10
Charitable Organizations9
Corporations7

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
4 advisors → 7 advisors▲ +75%
Primary office
CHAPEL HILL NC
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
absherwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ABSHER, MICHAEL, FORESTER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
ABSHER, MICHAEL, FORESTER
ORAVSKY, JENNIFER, LYNN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
ok
Rdap Domain
ABSHERWEALTH.COM
Rdap Domain Creation Date
2019-04-04T20:02:09Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001802534
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2020-02-10
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001398344-26-008190

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
1450 RALEIGH ROADSUITE 105CHAPEL HILL, NC 27517
Business
1450 RALEIGH ROADSUITE 105CHAPEL HILL, NC 27517
Edgar EIN
834522177
Edgar Recent Filings
13F-HR2026-05-04 · 0001398344-26-008190
13F-HR2026-01-28 · 0001398344-26-001489
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-04-04T20:02:09Z
Rdap Domain Last Changed
2023-03-30T13:09:49Z
Rdap Nameservers
Ns15.domaincontrol.comNs16.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2756872
Trust Company Affiliate
No

People (7)

7
ABSHER, MICHAEL, FORESTER
IAR · Direct Owner · 87.5%
2756872
ORAVSKY, JENNIFER, LYNN
IAR · Direct Owner · 7.5%
2589211
MISHOE, KEVIN, L
IAR · Executive Officer · 2.5%
5437254
ROBERT LEE ROLAND
IAR
4212103
William Stuart Bost
IAR
7491817
ZAKARIYA WAHDAN
IAR
6812480
CHRISTINE MARIE FOSTER-PERRY
IAR
4568902