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Investment Companies in Charlotte, NCComprehensive list of Charlotte, North Carolina based firms, advisors and managers offering personal and business investment services. |
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| Fairview Financial | ![]() | (704) 916-7646 |
Welcome Fairview Financial is a registered investment advisory firm situated in the SouthPark area of Charlotte, NC and is the operating firm for my investment advisory services. I specialize in delivering efficient investment programs suited to the specific requirements of my corporate and private customers. fairviewfinancial.com 6100 Fairview Rd, 28210 | ![]() |
| Synergy Investment Group | ![]() | (704) 333-7637 |
Synergy is the 1st independent nationwide brokerage company to effectively merge the benefits of your complete service broker and the advantages of an online broker. Synergy provides all the products and services of a traditional, complete service broker in addition to three online trading platforms. www.synergyinvestments.com 8320 University Exec Prk Suite 110, 28262 | ![]() |
| US Land Investment | ![]() | (704) 442-2525 |
We supply expert commercial and domestic land development, investment and finance in the fastest-growing metro areas of the Southeastern US, including Charlotte, Greenville/Spartanburg, Charleston, Hilton Head and Savannah. Our ultimate mission is to become a major real estate development firm in the Southeastern US. US Land is a member of the Urban Land Institute, National Golf Foundation, Charlotte Chamber of Commerce and the South Carolina Tourism Council. www.uslandinvestments.com 4521 Sharon Rd, 28211 | ![]() |
| Wedge Capital Management | ![]() | (704) 334-6475 |
WEDGE Capital Management L.L.P., was established in 1984 to manage stock, bond and balanced portfolios in a consistent, disciplined, value-oriented manner. We are independently owned by eleven general partners, all of whom are actively involved in the company's management. wedgecapital.com 301 South College St # 2920, 28202 | ![]() |
| Duvall Investment Group | ![]() | (704) 731-5560 |
Established in 1983, Duvall Investment Group., AMO as a subsidiary of Commercial Real Estate Company purchases, renovates, repositions and manages commercial properties and supplies Association Management Services to Charlotte's premier Associations. duvallonline.com 212 S Tryon Strt, 28281 | ![]() |
| Rinehart & Associates | ![]() | (704) 374-0646 |
Rinehart & Associates is a Fee-Only registered investment advisor providing comprehensive financial planning and investment management solutions to aid customers achieve their life aims through personalized financial planning and investment management strategies. www.rinehartassociates.com 521 E Morehead Strt Ste 580, 28202 | ![]() |
| Investor Advisory Group | ![]() | (704) 366-1120 |
Established in 1987 in Charlotte, NC, Investor Advisory Group is a fee-only registered investment advisory company. Emphasizing individual service, we work with customers to evolve an investment approach that matches their financial aims with our capabilities. www.investoradvisorygroup.com 421 South Sharon Amity Rd # A, 28211 | ![]() |
| Portfolio Capital Management | ![]() | (704) 552-0073 |
Established in 1981 by R. Hatten Hodges and Marc J. Durica to provide quality investment management with a higher level of individual service. Providing quality investment and wealth management services is the primary aim of our company. Our money managers aim to maintain consistent performance through our conservative portfolio management philosophies. www.portfoliocapital.com 5950 Fairview Rd # 610, 28210 | ![]() |
| JTM Investments | ![]() | (704) 358-8084 |
JTM Investments - delivering unique research services to provide our customers an edge in today's volatile and difficult trading environment! JTM Investments is a registered Introducing Broker with the National Futures Association and the Commodity Futures Trading Commission. There is a risk of loss trading futures. Trading futures involves risk of loss. www.jtminvest.com 200 Providence Rd # 103, 28207 | ![]() |
| Lmc Capital | ![]() | (704) 943-2600 |
LMC Capital is a boutique investment banking company focused exclusively on the insurance industry. We supply a huge array of investment banking services regionally, nationally, and internationally for insurance firms and brokerages and the technology and service firms that serve them, as well as regulatory advisory services for state insurance departments. lmccapital.com 6525 Morrison Boul # 350, 28211 | ![]() |
| Westend Advisors | ![]() | (704) 556-9300 |
WestEnd Advisors is a private, independently-owned investment advisory company located in Charlotte, North Carolina. WestEnd's flagship portfolio is our U.S. Large-Cap Core Equity Portfolio, which has a proven record of performance and risk management since its 1996 inception. We believe Sector and Industry performance is highly correlated with particular stages of the business cycle. westendadvisors.com 4064 Colony Rd # 130, 28211 | ![]() |
| Hapnel Capital Management | ![]() | (704) 568-9246 |
Hapnel Capital Management. is a North Carolina-based financial planning and investment research company established in 1997 to aid individuals and tiny businesses manage financial resources more efficiently, while delivering stock ownership guidance for the achievement of financial aims. hapnelcapital.com 4037 East Independence Boulevard # 104, 28205 | ![]() |
| Golden Capital Management | ![]() | (704) 593-1144 |
Golden Capital Management specializes in core equity management for institutional and high net worth investors. The company was set up in 1999 and is located in Charlotte, NC. gcm1.com 10715 David Taylor Dr, 28262 | ![]() |
| Capital Management Of The Carolinas | ![]() | (704) 332-3131 |
BlackHawk Capital Management is an alternative investment director operating specialized funds for sophisticated investors. BlackHawk was established in 2003 to provide investors access to unique and often proprietary investment opportunities. The company's flagship fund, BlackHawk Alpha, is a hybrid fund that invests opportunistically across asset classes - public to private - providing investors excess returns at low correlations to the broader markets. www.blackhawkequity.com 1520 S Boulevard, 28203 | ![]() |
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- Matthews NC - 10.2 mi
- Gastonia NC - 19.6 mi
- Salisbury NC - 37.0 mi
- Lexington NC - 52.9 mi
- High Point NC - 68.9 mi
- Winston Salem NC - 69.0 mi
- Greensboro NC - 83.0 mi






