# THE PINES WEALTH MANAGEMENT, LLC

THE PINES WEALTH MANAGEMENT, LLC of SOUTHERN PINES, NC is an SEC-registered investment adviser.

## Registration

- CRD: 326353
- Type: SEC-registered investment adviser
- SEC file number: 801-129712
- Location: 325 W. PENNSYLVANIA AVE, STE E, SOUTHERN PINES, NC, 28387
- Phone: (910) 475-8312
- Latest filing: 2026-07-20
- Regulatory AUM: $485.9M
- Discretionary AUM: $485.7M
- Non-discretionary AUM: $149K
- Clients: 4
- Accounts: 957

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Howell Evans Neville | FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| Michelle Crandall Robinson | FOUNDER, CHIEF COMPLIANCE OFFICER, PRINCIPAL AND WEALTH MANAGER; FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| Colleen Kennedy O'Donnell | CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| O'DONNELL DANIEL K | CHIEF COMPLIANCE OFFICER; FUTURE COMPLIANCE OFFICER | — |
| NEVILLE HOWELL EVANS | FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| ROBINSON MICHELLE CRANDALL | FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| O'DONNELL COLLEEN KENNEDY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326353/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326353/similar
- Related entities: https://search.stillhousedata.com/firm/326353/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326353

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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.