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CRD 301058
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT CHRISTOPHER GAMMON | Certified Financial Planner|Chartered Financial Analyst | CHARLOTTE, NC | 7 | 18 | 1 | no |
| OLIVER ROANE CROSS | n/a | CHARLOTTE, NC | 7 | 16 | 1 | no |
| DUSTIN ANTHONY BARR | Chartered Financial Analyst | CHARLOTTE, NC | 7 | 11 | 1 | no |
| ABIGAIL ANNE BENNETT | Certified Financial Planner | CHARLOTTE, NC | 7 | 11 | 2 | no |
| HOLLY FRENCH SKIPPER | n/a | CHARLOTTE, NC | 7 | 11 | 1 | no |
| Breton James Tagg | Certified Financial Planner | CHARLOTTE, NC | 4 | 13 | n/a | no |
| Molly Bohrer | n/a | CHARLOTTE, NC | Skaneateles, NY | 3 | 11 | n/a | no |
| AUSTIN DANIEL TILLES | Chartered Financial Analyst | CHARLOTTE, NC | 3 | 13 | n/a | no |
| DAVID ALLEN PERKINS | Certified Financial Planner|Personal Financial Specialist | CHARLOTTE, NC | 3 | 30 | 4 | no |
| WALKER THOMAS SHELTON | Certified Financial Planner | CHARLOTTE, NC | 3 | 15 | 2 | no |
| Justin Louis | Certified Financial Planner | CHARLOTTE, NC | 3 | 16 | 2 | no |
| Angela Connolly | n/a | CHARLOTTE, NC | 2 | 10 | n/a | no |
| Charles Doran | Certified Financial Planner | CHARLOTTE, NC | 2 | 13 | n/a | no |
| BRIAN CHRISTOPHER AGER | n/a | CHARLOTTE, NC | 0 | 11 | n/a | no |
| Joseph Francis Granger | Certified Financial Planner | CHARLOTTE, NC | 0 | 11 | 4 | no |
| PATRICK RYAN RAMINSKI | Chartered Financial Analyst | CHARLOTTE, NC | 0 | 19 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARR, DUSTIN, ANTHONY | FOUNDING PARTNER, SENIOR ADVISER | Na | yes | 05/2019 | Jul 13, 2026 | Jul 13, 2026 |
| BENNETT, ABIGAIL, ANNE | FOUNDING PARTNER, ADVISER, HEAD OF STRATEGIC INITIATIVES | A | yes | 07/2021 | Jul 13, 2026 | Jul 13, 2026 |
| CROSS, OLIVER, ROANE | FOUNDING PARTNER, SENIOR ADVISER | Na | yes | 10/2022 | Jul 13, 2026 | Jul 13, 2026 |
| GAMMON, ROBERT, CHRISTOPHER | FOUNDING PARTNER, SENIOR ADVISER | Na | yes | 05/2019 | Jul 13, 2026 | Jul 13, 2026 |
| SKIPPER, HOLLY, FRENCH | FOUNDING PARTNER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | A | yes | 10/2022 | Jul 13, 2026 | Jul 13, 2026 |
| BARR, DUSTIN, ANTHONY | Trustee | F | yes | 12/2019 | Apr 4, 2019 | Oct 23, 2024 |
| CROSS, OLIVER, ROANE | Trustee | F | yes | 12/2019 | Apr 4, 2019 | Oct 23, 2024 |
| GAMMON, ROBERT, CHRISTOPHER | Trustee | F | yes | 11/2019 | Apr 4, 2019 | Oct 23, 2024 |
| REVOCABLE TRUST AGREEMENT WITH ROBERT CHRISTOPHER GAMMON | Member | C | yes | 11/2019 | Dec 23, 2019 | Oct 23, 2024 |
| THE DUSTIN ANTHONY BARR REVOCABLE TRUST | Member | C | yes | 12/2019 | Dec 23, 2019 | Oct 23, 2024 |
| THE OLIVER ROANE CROSS, III REVOCABLE TRUST | Member | C | yes | 12/2019 | Dec 23, 2019 | Oct 23, 2024 |
| Bohrer, Molly | DIRECTOR OF CLIENT PARTNERSHIPS & DIRECTOR OF MARKETING | Na | no | 01/2025 | Jul 13, 2026 | Jul 13, 2026 |
| RAMINSKI, PATRICK, RYAN | CHIEF INVESTMENT OFFICER | Na | no | 06/2026 | Jul 13, 2026 | Jul 13, 2026 |
| THE JUSTIN RANDALL LOUIS | Member | A | no | 09/2025 | Jul 13, 2026 | Jul 13, 2026 |
| WALKER THOMAS SHELTON | Member | A | no | 09/2025 | Jul 13, 2026 | Jul 13, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $1.0B | $849M | 17 | 15 | 1 | n/a | n/a |
| 2024 | Apr 4, 2025 | $828M | $682M | 16 | 13 | 1 | n/a | n/a |
| 2023 | Mar 12, 2024 | $740M | $584M | 13 | 11 | 1 | n/a | n/a |
| 2022 | Mar 13, 2023 | $399M | $263M | 8 | 6 | 0 | n/a | n/a |
| 2021 | Mar 16, 2022 | $396M | $254M | 7 | 6 | 0 | n/a | n/a |
| 2020 | Mar 10, 2021 | $261M | $168M | 6 | 5 | 0 | n/a | n/a |
| 2019 | Mar 12, 2020 | $218M | $141M | 5 | 5 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 6.3% | 2 | 0 | 0 | 4 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $828M | 22.5% | $399M | 36.5% | 17 | 16 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CAROLINAS WEALTH CONSULTING LLC | 3 | Aug 16, 2023 | Aug 15, 2023 | CHARLOTTE, NC | Team lift out | RIA to RIA | 20.0% |
| CAROLINAS INVESTMENT CONSULTING LLC | 5 | May 3, 2019 | May 22, 2019 | CHARLOTTE, NC | Firm absorbed | RIA to new firm | 83.3% |