# UWHARRIE INVESTMENT ADVISORS, INC.

UWHARRIE INVESTMENT ADVISORS, INC. of ALBEMARLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 117592
- Type: SEC-registered investment adviser
- SEC file number: 801-63767
- Location: 132 NORTH FIRST STREET, ALBEMARLE, NC, 28001
- Phone: 704-983-5959
- Latest filing: 2026-03-30
- Regulatory AUM: $337.8M
- Discretionary AUM: $337.8M
- Clients: 14
- Accounts: 877

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Roger Lee Dick | INVESTMENT COMMITTEE | Albemarle, NC |
| Christy Davis Stoner | CEO/IC/DIRECTOR | — |
| Misty Whitley Thornburg | SENIOR VP/OPERATIONS & DATA MANAGER/IC/CCO | — |
| David C Gaskin | EXECUTIVE VICE PRESIDENT | — |
| Kyle Vann Eudy | EXECUTIVE VICE PRESIDENT | — |
| Lorelei Virginia Misenheimer | EXECUTIVE VICE PRESIDENT | — |
| STONER CHRISTY DAVIS | CEO/CCO/IC/DIRECTOR; CEO/IC/DIRECTOR; PRES/CEO/IC (+1 more) | — |
| OBRIEN MARTHA NAN | SVP OPERATIONS/CCO/IC; SVP OPERATIONS/CHIEF COMPLIANCE OFFICER/IC | — |
| DICK ROGER LEE | INVEST COMM; INVESTMENT COMMITTEE | — |
| TALLEY JEFFREY MICHAEL | EVP/MANAGER SIA/INVEST COMM; MANAGER SIA/INVEST COMM; PRESIDENT/INVEST COMM | — |
| THORNBURG MISTY WHITLEY | AVP/DATA MANAGER/IC; IC; IC,DATA MANAGER (+3 more) | — |
| GREER SHERMAN LEE | INVESTMENT COMMITTEE; PORTFOLIO MANAGER/INVESTMENT COMMITTEE | — |
| SULLIVAN JONATHAN C | INVESTMENT COMMITTEE; PORTFOLIO MANAGER/INVESTMENT COMMITTEE | — |
| MISENHEIMER LORELEI VIRGINIA | EVP; EXECUTIVE VICE PRESIDENT | — |
| PEPPER CHRISTOPHER RODNEY | PORTFOLIO MANAGER/INVEST COMM | — |
| BURNS CLETUS JACKSON | DIRECTOR | — |
| KLUTTZ JOSEPH RANSOM | DIRECTOR | — |
| NANCE JAMES EDWARD | DIRECTOR | — |
| ALMOND JERRY WAYNE SR | DIRECTOR | — |
| SNYDER MICHAEL ERNEST | DIRECTOR | — |
| LAMBERT KENNETH RAY | DIRECTOR | — |
| HIRSCH DUANE MICHAEL | VP/IC | — |
| GASKIN DAVID C | EXECUTIVE VICE PRESIDENT | — |
| EUDY KYLE VANN | EXECUTIVE VICE PRESIDENT | — |
| David C. Gaskin | EXECUTIVE VICE PRESIDENT | — |


## Branch offices (8)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CONCORD | NC | 2 | 704-262-3855 |
| ASHEBORO | NC | 2 | 704-991-1228 |
| CONCORD | NC | 2 | 704-262-3855 |
| ASHEBORO | NC | 2 | 704-991-1228 |
| CHARLOTTE | NC | 1 | 704.991.2828 |
| LOCUST | NC | 1 | 704-888-8897 |
| CHARLOTTE | NC | 1 | 704.991.2828 |
| LOCUST | NC | 1 | 704-888-8897 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117592/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117592/similar
- Related entities: https://search.stillhousedata.com/firm/117592/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117592

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.