LINKSIDE FINANCIAL LLC

LINKSIDE FINANCIAL LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 335537). Regulatory assets under management: $10.1M.

Registration

• CRD: 335537
• Type: Registered investment adviser
• Location: 4201 CONGRESS ST, CHARLOTTE, NC, 28209
• Phone: 704-498-4753
• Latest filing: 2026-03-06
• Regulatory AUM: $10.1M
• Discretionary AUM: $10.1M
• Clients: 5
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search