Adviser Profile
| As of Date | 07/03/2026 |
| Registration | SEC, Approved, 07/03/2025 |
|
|
|
| Former registrations | |
| ADV Location | WILMINGTON, NC, United States |
| Contact Info | 910 xxxxxxx |
| Websites |
| AUM* | 145,590,518 25% |
| of that, discretionary | 145,590,518 25% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 362,165 15% |
| % High Net Worth | 24.29% -37% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
146M
125M
104M
83M
62M
42M
21M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name AKRAM | Filing Date01/13/2026 | Form ADV-E View Report |
| Accounting Firm Name AKRAM & ASSOCIATES, PLLC | Filing Date08/07/2024 | Form ADV-E View Report |
| Accounting Firm Name AKRAM & ASSOCIATES, PLLC | Filing Date09/22/2023 | Form ADV-E View Report |