# ALIGHT FINANCIAL ADVISORS, LLC

ALIGHT FINANCIAL ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 158744
- Type: SEC-registered investment adviser
- SEC file number: 801-72679
- Location: 9300 HARRIS CORNERS PARKWAY, SUITE 105, CHARLOTTE, NC, 28269
- Phone: 866-560-7256
- Latest filing: 2026-03-03
- Regulatory AUM: $35.1B
- Discretionary AUM: $35.1B
- Clients: 70
- Accounts: 195,957

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeremy Jason Fritz | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | — |
| Matthew Adam Chotkowski | CHIEF COMPLIANCE OFFICER | — |
| CHOTKOWSKI MATTHEW ADAM | CHIEF COMPLIANCE OFFICER | — |
| FRITZ JASON | CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER/ MANAGING MEMBER; CHIEF EXECUTIVE OFFICER / MANAGING MEMBER | — |
| PARRY WILLIAM SCOTT | CHIEF EXECUTIVE; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/MANAGING MEMBER | — |
| VAN GINHOVEN PAUL SCOTT | CHIEF COMPLIANCE OFFICER | — |
| HAGY PAUL ALLEN | MANAGER, TREASURER, VICE PRESIDENT; MANAGER, TREASURER, VICE PRESIDENT/MANAGING MEMBER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-07-18 | regulatory | FAILED TO FILE NAME CHANGE DOCUMENTS REALTED TO NAME CHANGE FROM HEWITT SOLUTIONS | Final | $500 |
| 2008-01-03 | regulatory | SEC RULES 15C3-1, 17A-3, 17A-5, FINRA RULES 2110, 3110(A) - APPLICANT USED THE MAILS OR OTHER MEANS OR INSTRUMENTALITIES OF INTERSTATE COMMERCE TO EFFECT TRANSACTIONS IN SECURITIES WHEN IT FAILED TO MAINTAIN SUFFICIENT NET CAPITAL. THE FINDINGS STATED THAT APPLICANT FAILED TO PREPARE ACCURATE BOOKS… | Final | $9K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158744/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158744/similar
- Related entities: https://search.stillhousedata.com/firm/158744/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158744

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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.