Uwharrie Investment Advisors, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

117592

SEC number

801-63767

Firm type

RIA

Assets under management

$337.8M as of Mar 30, 2026

Website

www.uwharrie.com ↗

Phone

704-983-5959

Address

132 North First Street, Albemarle, NC, 28001

Advisors at this firm

15 in our index · page 1 of 1

• Velinda Fink BostCRD 2428985 · Albemarle, NC
  IA RegisteredBroker
• Robert Bugg BrannanCRD 6059550 · Concord, NC
  IA RegisteredBroker
• Joanne B BurlesonCRD 5704772 · Albemarle, NC
  IA RegisteredBroker
• Bryson Young ChildressCRD 8222582 · Albemarle, NC
  IA RegisteredBroker
• Roger Lee DickCRD 1639662 · Albemarle, NC
  IA RegisteredBroker
• Kyle Vann EudyCRD 5573392 · Albemarle, NC
  IA RegisteredBroker
• David C. GaskinCRD 4338784 · Albemarle, NC
  IA RegisteredBroker
• Carl Webster GrubbCRD 7415316 · Albemarle, NC
  IA RegisteredBroker
• Michael Glenn HarwoodCRD 4711386 · Locust, NC
  IA RegisteredBroker
• Jennifer Broyhill MoreheadCRD 6405661 · Albemarle, NC
  IA RegisteredBroker
• Brooke Laton SenterCRD 4690337 · Albemarle, NC
  IA RegisteredBroker
• Kelly Brooks SmithCRD 3085514 · Albemarle, NC
  IA RegisteredBroker
• Christy Davis StonerCRD 1932795 · Albemarle, NC
  IA RegisteredBroker
• Misty Whitley ThornburgCRD 4203345 · Albemarle, NC
  IA RegisteredBroker
• Thomas Eugene WallCRD 7259127 · Albemarle, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.