Advisor at Alluvial Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alluvial Wealth Management
Location
Matthews, NC 28105
Credentials
Series 65
Industry experience
14 years
Craig Harvey Field is a financial advisor with Alluvial Wealth Management in Matthews, NC, holding a Series 65 designation and 14 years of industry experience. He has held roles at firms including Ryan Geer Field & Rhodes PLLC and The Watercare Group. Outside of advising, he is involved in various business ventures such as owning an accounting software company and serving as CFO for Southern Environmental Solutions of the Carolinas, an electronic recycling firm. Alluvial Wealth Management is an independent, fee-based adviser serving individual clients as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs a tactical allocation strategy that incorporates fundamental, technical, and cyclical analysis, and it offers pension consulting and plan-sponsor services alongside portfolio management.
Based on Alluvial Wealth Management
$700 per comprehensive financial plan
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001+: 0.75%
1234 Mann Drive, Suite 100
Matthews, NC 28105
North Carolina
The Watercare Group
2023 - 2025 (2 years)
Ryan Geer Field & Rhodes PLLC
2020 - Present (6 years)
Alluvial Wealth Management Inc.
2019 - Present (7 years)
Rookery Cloud Inc.
2019 - Present (7 years)
Southern Environmental Solutions of the Carolinas, LLC
2019 - Present (7 years)
Let's Prop USA Inc.
2018 - Present (8 years)
Alluvial Financial Management LLC
2018 - Present (8 years)
Watercare Management Holdings Inc.
2018 - 2020 (2 years)
Watercare Innovations LLC
2018 - 2020 (2 years)
Digital Marketing Services LLC
2017 - Present (9 years)
The Factory of Leads LLC
2017 - Present (9 years)
Shakti Malan Academy Inc
2017 - Present (9 years)
Limestone Africa Investments LLC
2017 - 2020 (3 years)
B2B Solutions Group Inc.
2017 - Present (9 years)
Basson Group Investments Inc.
2016 - Present (10 years)
J4A Investments Inc.
2016 - Present (10 years)
Namib Investments Inc.
2016 - Present (10 years)
Elite Entrepreneurs Inc.
2016 - 2020 (4 years)
Durbanville Real Estate Inc.
2016 - Present (10 years)
Du Plessis Investments Inc.
2016 - 2020 (4 years)
Uptown Bean LLC
2016 - 2020 (4 years)
The Digital Coach Inc.
2016 - 2020 (4 years)
Progressive Click Inc
2015 - Present (11 years)
Atlantic 2 Africa, Inc.
2014 - Present (12 years)
Aircraft Parts New and Used, Inc.
2014 - Present (12 years)
Telar Information Technology Inc.
2014 - Present (12 years)
Joining Hands USA
2013 - Present (13 years)
Taylor & Morgan Asset Management, LLC
2013 - 2018 (5 years)
BMT Dimensions International Inc.
2011 - 2019 (8 years)
Aquila Trading, Inc.
2011 - Present (15 years)
Coral Island Investments, Inc.
2011 - Present (15 years)
Judea Harvest USA Inc.
2009 - Present (17 years)
Evolution Well Being LLC
2009 - 2021 (12 years)
Uptown Bean & More INc.
2009 - 2021 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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