MECKLENBURG FINANCIAL GROUP

MECKLENBURG FINANCIAL GROUP is an SEC-registered investment adviser (CRD 149050). Regulatory assets under management: $3.3M.

Registration

• CRD: 149050
• Type: Registered investment adviser
• Phone: 7044611680
• Latest filing: 2026-01-20
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 47

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search