Advisor at Wrenn House Investments LLC
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
Wrenn House Investments LLC
Location
Winston Salem, NC 27103-2949
Credentials
Series 65
Industry experience
10 years
Kathryn Higgins is a Series 65-licensed financial advisor with 10 years of industry experience. She is the sole investment adviser representative at Wrenn House Investments LLC, where she has worked since 2017. In addition to her advisory role, she prepares federal and state tax returns through her accounting firm, K P Higgins CPA PLLC. Wrenn House Investments provides discretionary asset management and investment advice primarily to individuals, high-net-worth individuals, and small business entities. The firm’s investment approach combines cyclical, fundamental, and technical analysis with a focus on long-term holdings, strategic asset allocation, and periodic rebalancing.
Based on Wrenn House Investments LLC
$0 - $5,000: $0 $5,001 - $10,000: $50 fixed annual fee $10,001+: 0.85% annually (WRAP Fee Program)
Account minimum: $10,001 Minimum fee: $50 fixed annual fee for $5,001-$10,000 assets under management
1336 Ashley Square
Winston Salem, NC 27103-2949
North Carolina
Wrenn House Investment, LLC
2017 - Present (9 years)
K P Higgins CPA PLLC
2017 - Present (9 years)
Dixon & Company Wealth Management
2016 - 2018 (2 years)
Dixon and Higgins, CPAs PLLC
2012 - 2017 (5 years)
Dixon and Company Wealth Management
2012 - 2018 (6 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.
CFP®, Series 66
Lewisville, NC
Curated Capital & Planning LLC
Series 63, Series 65
Winston Salem, NC
Darda Financial
Series 66
Winston Salem, NC
Grand Street Capital Management, L.L.C.
Series 65
Winston Salem, NC
Kensington Financial Group, Inc.
CFP®, Series 66
Winston Salem, NC
Dixon and Company Wealth Management, LLC
CFA®
Winston Salem, NC
Kerusso Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")