CONFIANCE FINANCIAL LLC

CONFIANCE FINANCIAL LLC is an SEC-registered investment adviser (CRD 338506). Regulatory assets under management: $2.3M.

Registration

• CRD: 338506
• Type: Registered investment adviser
• Phone: 919-229-9299
• Latest filing: 2026-02-20
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

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 338506 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search