UWHARRIE INVESTMENT ADVISORS, INC.

UWHARRIE INVESTMENT ADVISORS, INC. of ALBEMARLE, NC is an SEC-registered investment adviser (CRD 117592). Regulatory assets under management: $337.8M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

Officers, owners & control persons (25)

NameRoleLocation
Roger Lee DickINVESTMENT COMMITTEEAlbemarle, NC
Christy Davis StonerCEO/IC/DIRECTOR—
Misty Whitley ThornburgSENIOR VP/OPERATIONS & DATA MANAGER/IC/CCO—
David C GaskinEXECUTIVE VICE PRESIDENT—
Kyle Vann EudyEXECUTIVE VICE PRESIDENT—
Lorelei Virginia MisenheimerEXECUTIVE VICE PRESIDENT—
STONER CHRISTY DAVISCEO/CCO/IC/DIRECTOR; CEO/IC/DIRECTOR; PRES/CEO/IC (+1 more)—
OBRIEN MARTHA NANSVP OPERATIONS/CCO/IC; SVP OPERATIONS/CHIEF COMPLIANCE OFFICER/IC—
DICK ROGER LEEINVEST COMM; INVESTMENT COMMITTEE—
TALLEY JEFFREY MICHAELEVP/MANAGER SIA/INVEST COMM; MANAGER SIA/INVEST COMM; PRESIDENT/INVEST COMM—
THORNBURG MISTY WHITLEYAVP/DATA MANAGER/IC; IC; IC,DATA MANAGER (+3 more)—
GREER SHERMAN LEEINVESTMENT COMMITTEE; PORTFOLIO MANAGER/INVESTMENT COMMITTEE—
SULLIVAN JONATHAN CINVESTMENT COMMITTEE; PORTFOLIO MANAGER/INVESTMENT COMMITTEE—
MISENHEIMER LORELEI VIRGINIAEVP; EXECUTIVE VICE PRESIDENT—
PEPPER CHRISTOPHER RODNEYPORTFOLIO MANAGER/INVEST COMM—
BURNS CLETUS JACKSONDIRECTOR—
KLUTTZ JOSEPH RANSOMDIRECTOR—
NANCE JAMES EDWARDDIRECTOR—
ALMOND JERRY WAYNE SRDIRECTOR—
SNYDER MICHAEL ERNESTDIRECTOR—
LAMBERT KENNETH RAYDIRECTOR—
HIRSCH DUANE MICHAELVP/IC—
GASKIN DAVID CEXECUTIVE VICE PRESIDENT—
EUDY KYLE VANNEXECUTIVE VICE PRESIDENT—
David C. GaskinEXECUTIVE VICE PRESIDENT—

Branch offices (8)

CityStateEmployeesPhone
CONCORDNC2704-262-3855
ASHEBORONC2704-991-1228
CONCORDNC2704-262-3855
ASHEBORONC2704-991-1228
CHARLOTTENC1704.991.2828
LOCUSTNC1704-888-8897
CHARLOTTENC1704.991.2828
LOCUSTNC1704-888-8897

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