Sledge and Company Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$181,844,966
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
194
27% high-net worth
Advisors
4
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
TypicalAverage account size
$937,345
About
Sledge and Company Wealth Advisors provides personalized wealth management and financial planning to individuals, trusts, foundations, and corporations. The firm manages about $183.4 million in discretionary assets across 429 accounts and generally requires a $500,000 account minimum (which it may waive).
The firm develops investment policy statements from client questionnaires and discussions, and typically manages portfolios on a discretionary basis using a mix of mutual funds, index funds, ETFs, stocks, bonds, and options. Its research and portfolio process incorporates publicly available research, technical analysis and Monte Carlo analysis, and it may utilize third‑party money managers as part of implementation; financial planning covers cash flow, tax, retirement, education, estate and insurance considerations.
Several features distinguish the firm from many peers: certain professionals are registered representatives of a broker‑dealer (Capital Investment Group, Inc.) and may receive commissions for securities sales, and some professionals are licensed insurance agents who may receive insurance commissions. The firm is also affiliated with an accounting practice, with the affiliated CPA firm providing referrals and administrative services; these relationships and related conflicts of interest are disclosed and addressed through the firm’s policies and Code of Ethics.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Options & derivatives strategies
Fee options
Flat fee basis for financial planning services negotiated prior to providing the service
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.90% annually $10,000,001+: Negotiated
Certain professionals registered representatives receive customary commissions for sales of securities separately from advisory fees
$125 to $300 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning services billed hourly ($125 to $300 per hour) or flat fee negotiated prior to service
Main office location
Sledge and Company Wealth Advisors
115 W. State Avenue
High Point NC 27262, United States
Number of offices
1
Most active in
Sledge and Company Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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