Old North State Wealth Management, LLC
Old North State Wealth Management, LLC is a Wilmington, North Carolina-based registered investment adviser established in 2008. The firm provides wealth management, retirement planning, investment advisory, and tax planning services, and is staffed by 6 employees—including CPAs and financial advisors. They serve approximately 970 clients ranging from individuals and high net worth individuals to businesses and non-profits, emphasizing personalized financial solutions, fiduciary duty, and transparency in client relationships.
Investment Strategy
Old North State Wealth Management blends active management with traditional buy-and-hold strategies to reduce volatility and smooth returns across market cycles. Their approach is modeled after the investment processes of major university endowments, focusing on wealth preservation, lowering risk and volatility, and keeping ahead of inflation. The firm employs professional trading tactics and cost-efficient investment vehicles tailored to client-specific risk tolerance and financial goals. As a fiduciary, Old North State Wealth Management prioritizes clients' interests and provides fully transparent, fee-based advisory services.
Top Holdings
Equity Positions (123)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.98% | $12.8M | 25,419 | $335.42 | $502.74 | +$484.8K |
A AAPL | APPLE INC | 3.75% | $8.0M | 31,459 | $204.63 | $254.63 | +$1.6M |
A AMZN | AMAZON COM INC | 3.65% | $7.8M | 35,540 | $154.83 | $219.57 | -$277.1K |
C CVS | CVS HEALTH CORP | 3.40% | $7.3M | 96,191 | $76.69 | $75.39 | +$568.7K |
N NVDA | NVIDIA CORPORATION | 3.11% | $6.6M | 35,629 | $112.16 | $186.58 | +$1.0M |