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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

ABSHER WEALTH MANAGEMENT, LLC

CRD 304642

CHAPEL HILL, 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:f0338afb-a3b1-33f1-200e-945667757a23

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Jul 16, 2019 to May 20, 2026
18 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: $1.3BItem 5.F on the latest filing (2026-05-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $158Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,468
Individual clients: 288
High net worth clients: 377
Custody, client assets: $317M
SEC number: 801-117177
CRD: 304642
Filings on the tape: 18
First filed: Jul 16, 2019
Latest filed: May 20, 2026
Organised: Limited Liability Company, NC
Website: absherwealth.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
KEVIN L MISHOE	Certified Financial Planner	CHAPEL HILL, NC	6	18	1	no
JENNIFER LYNN ORAVSKY	Certified Financial Planner	CHAPEL HILL, NC	6	29	2	no
MICHAEL FORESTER ABSHER	n/a	Raleigh, NC \| CHAPEL HILL, NC	6	30	2	no
ROBERT LEE ROLAND	Certified Financial Planner	Raleigh, NC \| CHAPEL HILL, NC	5	15	n/a	no
ZAKARIYA WAHDAN	n/a	Raleigh, NC \| CHAPEL HILL, NC	5	11	1	no
William Stuart Bost	Chartered Financial Analyst	CHAPEL HILL, NC \| Raleigh, NC	4	12	n/a	no
CHRISTINE MARIE FOSTER-PERRY	n/a	CHAPEL HILL, NC \| WILKESBORO, NC	2	23	n/a	no
Jonathan S George	Certified Financial Planner	Raleigh, NC \| CHAPEL HILL, NC	0	10	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
ABSHER, MICHAEL, FORESTER	MANAGING DIRECTOR & PRESIDENT	E	yes	07/2019	May 20, 2026	May 20, 2026
MISHOE, KEVIN, L	CHIEF COMPLIANCE OFFICER	Na	yes	07/2019	May 20, 2026	May 20, 2026
ORAVSKY, JENNIFER, LYNN	SENIOR WEALTH PLANNER	A	no	07/2019	May 20, 2026	May 20, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Raleigh	Nc	United States	4	no

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$1.3B	$1.2B	9	7	2	n/a	n/a
2024	Mar 28, 2025	$1.1B	$1.0B	8	7	1	n/a	n/a
2023	Mar 22, 2024	$944M	$872M	8	6	1	n/a	n/a
2022	Mar 22, 2023	$751M	$698M	7	6	1	n/a	n/a
2021	Mar 21, 2022	$813M	$758M	5	5	0	n/a	n/a
2020	Mar 2, 2021	$609M	$559M	5	3	0	n/a	n/a
2019	Mar 20, 2020	$492M	$447M	4	3	0	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	$1.3B	$1.1B	15.1%	$751M	18.9%	9	8	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	4	Nov 21, 2019	May 18, 2021	NORTH WILKESBORO, NC	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (8)

← Jonathan S GeorgeAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← CHRISTINE MARIE FOSTER-PERRYAdvisorregistration: current employment
Jun 6, 2024 to presentfactForm ADV
← William Stuart BostAdvisorregistration: current employment
Jan 25, 2022 to presentfactForm ADV
← ZAKARIYA WAHDANAdvisorregistration: current employment
May 18, 2021 to presentfactForm ADV
← ROBERT LEE ROLANDAdvisorregistration: current employment
Mar 26, 2021 to presentfactForm ADV
← JENNIFER LYNN ORAVSKYAdvisorregistration: current employment
Dec 2, 2019 to presentfactForm ADV
← MICHAEL FORESTER ABSHERAdvisorregistration: current employment
Dec 2, 2019 to presentfactForm ADV
← KEVIN L MISHOEAdvisorregistration: current employment
Nov 20, 2019 to presentfactForm ADV

Owns (1)

← ORAVSKY, JENNIFER, LYNNOwnerSENIOR WEALTH PLANNER, ownership code A, individual
Jul 16, 2019 to Jul 3, 2024factForm ADV

Controls (2)

← ABSHER, MICHAEL, FORESTEROwnerMANAGING DIRECTOR & PRESIDENT, ownership code E, individual
Jul 16, 2019 to Jul 3, 2024factForm ADV
← MISHOE, KEVIN, LOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 16, 2019 to Jul 3, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser4 advisors, team lift out
Nov 21, 2019 to May 18, 2021factForm ADV

Dated events

Occurred
Mar 22, 2024
Regulatory AUM changed
Absher Wealth Management, Llc reported RAUM $944.3M, up 26% from $750.6M (2023-03-22 to 2024-03-22)
Form ADVobserved 6 days ago
$194M
Occurred
Mar 21, 2022
Regulatory AUM changed
Absher Wealth Management, Llc reported RAUM $813.3M, up 34% from $609.0M (2021-11-05 to 2022-03-21)
Form ADVobserved 6 days ago
$204M
Occurred
Jul 16, 2019
First Form ADV filing
Absher Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0338afb-a3b1-33f1-200e-945667757a23
First observed: Jul 16, 2019
Last observed: May 20, 2026 4 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.

ABSHER WEALTH MANAGEMENT, LLC

CRD 304642

CHAPEL HILL, 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:f0338afb-a3b1-33f1-200e-945667757a23

Data as of May 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN L MISHOE

Certified Financial Planner

CHAPEL HILL, NC

JENNIFER LYNN ORAVSKY

Certified Financial Planner

CHAPEL HILL, NC

MICHAEL FORESTER ABSHER

n/a

Raleigh, NC | CHAPEL HILL, NC

ROBERT LEE ROLAND

Certified Financial Planner

Raleigh, NC | CHAPEL HILL, NC

n/a

ZAKARIYA WAHDAN

n/a

Raleigh, NC | CHAPEL HILL, NC

William Stuart Bost

Chartered Financial Analyst

CHAPEL HILL, NC | Raleigh, NC

n/a

CHRISTINE MARIE FOSTER-PERRY

n/a

CHAPEL HILL, NC | WILKESBORO, NC

n/a

Jonathan S George

Certified Financial Planner

Raleigh, NC | CHAPEL HILL, NC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ABSHER, MICHAEL, FORESTER

MANAGING DIRECTOR & PRESIDENT

yes

07/2019

May 20, 2026

MISHOE, KEVIN, L

CHIEF COMPLIANCE OFFICER

yes

07/2019

May 20, 2026

ORAVSKY, JENNIFER, LYNN

SENIOR WEALTH PLANNER

07/2019

May 20, 2026

City

State

Country

Employees

Also broker-dealer

Raleigh

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

$1.3B

$1.2B

n/a

2024

Mar 28, 2025

$1.1B

$1.0B

n/a

2023

Mar 22, 2024

$944M

$872M

n/a

2022

Mar 22, 2023

$751M

$698M

n/a

2021

Mar 21, 2022

$813M

$758M

n/a

2020

Mar 2, 2021

$609M

$559M

n/a

2019

Mar 20, 2020

$492M

$447M

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

$1.3B

$1.1B

15.1%

$751M

18.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Nov 21, 2019

May 18, 2021

NORTH WILKESBORO, NC

Team lift out

Wirehouse to new firm

0.0%