POTTLE FINANCIAL SERVICES, INC

POTTLE FINANCIAL SERVICES, INC of PINEHURST, NC is an SEC-registered investment adviser (CRD 140181). Regulatory assets under management: $62.3M.

Registration

• CRD: 140181
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 140181 on SEC IAPD (source of record)
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