# PRESIDIUM RETIREMENT ADVISERS, INC.

PRESIDIUM RETIREMENT ADVISERS, INC. of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 138132
- Type: SEC-registered investment adviser
- SEC file number: 801-65318
- Location: 13024 BALLANTYNE CORPORATE PLACE, SUITE 225, CHARLOTTE, NC, 28277
- Phone: 866-371-2399
- Latest filing: 2017-01-27
- Regulatory AUM: $112.0M
- Discretionary AUM: $16.3M
- Non-discretionary AUM: $95.7M
- Clients: 1
- Accounts: 8

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| CANNON ROBERT JOSEPH | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| COMER III JAMES THOMAS | CONSULTANT; PRESIDENT | — |
| COMER ANNE NICKELL | CFO; DIRECTOR OF INSTITUTIONAL CONSULTANT; DIRECTOR OF INSTITUTIONAL CONSULTING (+3 more) | — |
| CANIPE RICKY GENE | CHIEF INVESTMENT STRATEGIST/CCO; CHIEF INVESTMENT STRATEGIST/CHIEF COMPLIANCE OFFICER | — |
| CHAMBERS SCOTT | CHIEF COMPLIANCE OFFICER | — |
| DENNIS PATRICK MEDARD | CHIEF COMPLIANCE OFFICER | — |
| WATERBURY DREW | ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138132/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138132/similar
- Related entities: https://search.stillhousedata.com/firm/138132/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138132

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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.