Hanover Square Wealth Advisors LLC
SEC RegisteredMeticulous. Inventive. Freeing.
About the firm
Hanover Square is an independent wealth management practice based in North Carolina that operates as a fiduciary, providing personalized, conflict-free advice. The firm focuses on helping clients see the full picture of their wealth, clarify trade-offs, and make decisions with confidence. They custody client assets through Charles Schwab & Co., Inc.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, financial planning, strategic amalgamation (reviewing big-picture goals to ensure resources work cohesively), second opinions on financial plans, and legacy planning.
Who they serve
Individuals seeking wealth management, including those already working with another advisor who want a second opinion on their financial plan.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 45 | $13M |
| High Net Worth Individuals | 50 | $86M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $461k |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
90 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hanover Square Wealth Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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