PHYSICIANS FINANCIAL SERVICES, INC.

PHYSICIANS FINANCIAL SERVICES, INC. of RALEIGH, NC is an SEC-registered investment adviser (CRD 118519). Regulatory assets under management: $482.3M.

Registration

• CRD: 118519
• SEC file number: 801-66583
• Type: Registered investment adviser
• Location: 100 E. SIX FORKS ROAD, SUITE 200, RALEIGH, NC, 27609
• Phone: 919-863-2355
• Latest filing: 2026-03-30
• Regulatory AUM: $482.3M
• Discretionary AUM: $478.9M
• Non-discretionary AUM: $3.4M
• Clients: 6
• Accounts: 569

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118519 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search