Nc Money Management, INC.

Financial planning in Raleigh, NC

State registeredNo commissions reported

Call (919) 847-2981 Send a message Map ↗

Public-record details

Address: 212 West Millbrook Road, Raleigh, NC 27609
Phone: (919) 847-2981
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number: 118754
Registration: State registered: NC
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $26.6 million
Accounts managed: 17
Clients reported (Form ADV 5.D): 17
Individual / high-net-worth clients: 10 / 7
Employees: 1
Other business activities (Form ADV 6.A): Also active as: accountant or accounting firm
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-27

State registered (NC) investment adviser, CRD 118754, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 118754 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Raleigh

Advisorstrust Partners LLC9121 Anson Way, Suite 200 · Raleigh, NC 27615 · (919) 298-2458 · Financial planningCRD 304967 · % of assets, Hourly charges · $435.3 million AUMSEC registeredNo commissions reported Aim Advisors, LLC421 N. Harrington Street, Suite 630 · Raleigh, NC 27603 · (919) 758-8911 · Financial planningCRD 325125 · % of assets, Hourly charges, Fixed fees · $158.2 million AUMSEC registeredNo commissions reported Ark Royal Wealth Management LLC2700 Wycliff Road, Suite 360 · Raleigh, NC 27607 · (919) 710-8665 · Financial planningCRD 175151 · % of assets, Hourly charges, Fixed fees · $169.3 million AUMSEC registeredNo commissions reported Armor Investment Advisors, LLC4101 Lake Boone Trail, Suite 208 · Raleigh, NC 27607 · (919) 571-4382 · Financial planningCRD 134200 · % of assets, Hourly charges, Fixed fees · $356.0 million AUMSEC registeredNo commissions reported Beacon Financial Strategies Corp.7100 Six Forks Road, Suite 135 · Raleigh, NC 27615 · (919) 803-3801 · Financial planningCRD 132987 · % of assets, Hourly charges, Fixed fees · $309.4 million AUMSEC registeredNo commissions reported Beacon Wealthcare LLC1633 Glenwood Ave · Raleigh, NC 27608 · (919) 821-5225 · Financial planningCRD 312556 · % of assets, Fixed fees · $308.3 million AUMSEC registeredNo commissions reported Broad Reach Capital LLC1101 Haynes St, Suite 213 · Raleigh, NC 27604 · (919) 309-9325 · Financial planningCRD 144686 · % of assets, Hourly charges, Fixed fees · $180.5 million AUMSEC registeredNo commissions reported Capital Advisers, INC.100 East Six Forks Road, Suite 250 · Raleigh, NC 27609 · (919) 865-1930 · Hourly feesCRD 118442 · % of assets, Hourly charges · $620.0 million AUMSEC registeredNo commissions reported

All 56 in Raleigh →