HOLLINGSWORTH AVENT AVERRE & PURVIS, PA
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About the firm
Founded in 1957, the firm has proudly served Raleigh businesses and families for over six decades. Their experienced team specializes in tax, audit, and advisory services tailored to meet the unique needs of their diverse clientele.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tax and financial planning, accounting and auditing, and wealth management services
Who they serve
Business owners, professionals, and families, including local Raleigh businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 50 | $32M |
| High Net Worth Individuals | 44 | $139M |
| Charitable Organizations | 4 | $5.7M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 to $400,000 | 1.00% |
| $400,001 to $1,000,000 | 0.75% |
| $1,000,001 and above | 0.25% |
Data as of March 30, 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. HOLLINGSWORTH AVENT AVERRE & PURVIS, PA 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.
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