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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

CRD 118943

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:401184af-e99d-6008-3de4-1ff8b8fc14fa

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: May 15, 2018 to Mar 30, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $177MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $177M
Private client RAUM: $171MderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $59.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 152
Individual clients: 50
High net worth clients: 44
SEC number: 801-113444
CRD: 118943
Filings on the tape: 25
First filed: May 15, 2018
Latest filed: Mar 30, 2026
Organised: Corporation, NC
Website: haacpa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TINA ROBERTS PURVIS	n/a	RALEIGH, NC	19	25	n/a	no
CHARLES WILSON AVERRE	Personal Financial Specialist	RALEIGH, NC	19	30	n/a	no
Curtis William Averre	n/a	RALEIGH, NC	1	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Avent, Timothy, Martin	VICE PRESIDENT	C	yes	01/2014	Jun 11, 2021	Nov 7, 2024
AVERRE, CHARLES, WILSON	PRESIDENT & CCO	C	yes	01/1999	May 15, 2018	Nov 7, 2024
PURVIS, TINA, ROBERTS	Secretary	B	yes	01/2001	May 15, 2018	Nov 7, 2024
Jones, Ashley, P.	Treasurer	Na	no	01/2021	Jun 11, 2021	Nov 7, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 8 of 9

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 30, 2026	$177M	$177M	3	3	n/a	n/a
2024	Mar 20, 2025	$154M	$154M	3	2	n/a	n/a
2023	Mar 29, 2024	$140M	$140M	3	2	n/a	n/a
2022	Mar 31, 2023	$124M	$124M	3	2	n/a	n/a
2021	Mar 31, 2022	$128M	$128M	3	2	n/a	n/a
2020	Mar 26, 2021	$128M	$128M	3	2	n/a	n/a
2019	Mar 31, 2020	$120M	$120M	10	2	n/a	n/a
2018	Mar 29, 2019	$102M	$102M	13	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$177M	$154M	14.9%	$124M	12.6%	3	3	0	0

Relationships

Registered with (3)

← Curtis William AverreAdvisorregistration: current employment
Feb 15, 2025 to presentfactForm ADV
← CHARLES WILSON AVERREAdvisorregistration: current employment
Sep 13, 2007 to presentfactForm ADV
← TINA ROBERTS PURVISAdvisorregistration: current employment
Aug 17, 2007 to presentfactForm ADV

Controls (3)

← AVERRE, CHARLES, WILSONOwnerPRESIDENT & CCO, ownership code C, individual
May 15, 2018 to Nov 7, 2024factForm ADV
← PURVIS, TINA, ROBERTSOwnerSECRETARY, ownership code B, individual
May 15, 2018 to Nov 7, 2024factForm ADV
← Avent, Timothy, MartinOwnerVICE PRESIDENT, ownership code C, individual
Jun 11, 2021 to Nov 7, 2024factForm ADV

Owns (1)

← Jones, Ashley, P.OwnerTREASURER, ownership code NA, individual
Jun 11, 2021 to Nov 7, 2024factForm ADV

Dated events

Occurred
Jun 11, 2021
Control person joined
Martin Timothy Avent (Vice President) appeared on Schedule A of Hollingsworth Avent Averre & Purvis, Pa
Form ADVobserved 4 days ago
Occurred
Jun 11, 2021
Control person left
Milo Leon Hollingsworth (Vice President) no longer on Schedule A of Hollingsworth Avent Averre & Purvis, Pa (listed 2021-04-02, absent 2021-06-11)
Form ADVobserved 4 days ago
Occurred
Jun 11, 2021
Control person left
Lee Roy Avent (President) no longer on Schedule A of Hollingsworth Avent Averre & Purvis, Pa (listed 2021-04-02, absent 2021-06-11)
Form ADVobserved 4 days ago
Occurred
May 15, 2018
First Form ADV filing
Hollingsworth Avent Averre & Purvis, Pa filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:401184af-e99d-6008-3de4-1ff8b8fc14fa
First observed: May 15, 2018
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

CRD 118943

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:401184af-e99d-6008-3de4-1ff8b8fc14fa

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:14 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TINA ROBERTS PURVIS

n/a

RALEIGH, NC

n/a

CHARLES WILSON AVERRE

Personal Financial Specialist

RALEIGH, NC

n/a

Curtis William Averre

n/a

RALEIGH, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Avent, Timothy, Martin

VICE PRESIDENT

yes

01/2014

Jun 11, 2021

Nov 7, 2024

AVERRE, CHARLES, WILSON

PRESIDENT & CCO

yes

01/1999

May 15, 2018

Nov 7, 2024

PURVIS, TINA, ROBERTS

Secretary

yes

01/2001

May 15, 2018

Nov 7, 2024

Jones, Ashley, P.

Treasurer

01/2021

Jun 11, 2021

Nov 7, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$177M

n/a

2024

Mar 20, 2025

$154M

n/a

2023

Mar 29, 2024

$140M

n/a

2022

Mar 31, 2023

$124M

n/a

2021

Mar 31, 2022

$128M

n/a

2020

Mar 26, 2021

$128M

n/a

2019

Mar 31, 2020

$120M

n/a

2018

Mar 29, 2019

$102M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$177M

$154M

14.9%

$124M

12.6%