Absher Wealth Management, LLC
Absher Wealth Management, LLC is a fee-only registered investment adviser headquartered in Chapel Hill, North Carolina, United States. Founded in 2019 by Mike Absher, the firm provides investment management, wealth management, financial planning, and consulting services to individuals, high net worth individuals, trusts, and corporations. Absher Wealth Management is known for its personalized and fiduciary approach to serving client needs and goals. The firm has approximately 8 employees as of 2025.
Investment Strategy
Absher Wealth Management customizes investment solutions for each client, prioritizing a comprehensive understanding of their financial situation, risk profile, and objectives. Their strategy covers both discretionary and limited non-discretionary portfolio management, with a focus on cost-effectiveness, risk-appropriateness, and tax efficiency. Portfolios are allocated among individual equity and debt securities aligned to client risk and return parameters, and may include advice on legacy positions and non-custodian investment products. The firm emphasizes goal-oriented planning and adheres to a fiduciary standard of care.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MTB | M & T BK CORP | 5.88% | $49.2M | 249,121 | $149.07 | $197.62 | +$1.2M |
P PEP | PEPSICO INC | 4.86% | $40.7M | 289,572 | $152.45 | $140.44 | +$7.8M |
M MSFT | MICROSOFT CORP | 4.82% | $40.4M | 77,954 | $179.43 | $517.95 | +$1.2M |
L LECO | LINCOLN ELEC HLDGS INC | 4.40% | $36.9M | 156,261 | $191.10 | $235.83 | -$1.7M |
A ADI | ANALOG DEVICES INC | 4.16% | $34.9M | 141,846 | $151.85 | $245.70 | -$2.3M |