# POTTLE FINANCIAL SERVICES, INC

POTTLE FINANCIAL SERVICES, INC of PINEHURST, NC is an SEC-registered investment adviser.

## Registration

- CRD: 140181
- Type: SEC-registered investment adviser
- Location: 120 APPLECROSS RD., PINEHURST, NC, 28374
- Phone: 910-690-6527
- Latest filing: 2026-03-09
- Regulatory AUM: $62.3M
- Discretionary AUM: $62.3M
- Clients: 1
- Accounts: 124

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140181/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140181/similar
- Related entities: https://search.stillhousedata.com/firm/140181/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140181

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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.