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Edwin Stuart Powell

TRUEBRIDGE CAPITAL PARTNERS LLC·CHAPEL HILL, North Carolina
Unclaimed Profile
1350 ENVIRON WAY, CHAPEL HILL, NC 27517CRD# 1224688Firm CRD# 155425
01

About

Edwin Stuart Powell is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with TRUEBRIDGE CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
TRUEBRIDGE CAPITAL PARTNERS LLC
TRUEBRIDGE CAPITAL PARTNERS
AUM
$8.4B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at TRUEBRIDGE CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1224688
Firm CRD# 155425
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edwin Stuart Powell offer?
Edwin Stuart Powell specializes in Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Edwin Stuart Powell's credentials?
Edwin Stuart Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edwin Stuart Powell located?
Edwin Stuart Powell is based in CHAPEL HILL, North Carolina, working with TRUEBRIDGE CAPITAL PARTNERS LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Edwin Stuart Powell charge for services?
Edwin Stuart Powell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRUEBRIDGE CAPITAL PARTNERS LLC?
TRUEBRIDGE CAPITAL PARTNERS LLC has approximately 38 employees and manages $8.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHAPEL HILL
Hannah Pinckney Mcmanus — TEAM WEALTH PLANNING AND MANAGEMENT, INC.Robert Chester Eubanks — FRANKLIN STREET ADVISORS INC.Carol Elizabeth Manzon — FRANKLIN STREET ADVISORS, INC.(jr) William Bonner Thompson — FRANKLIN STREET ADVISORS, INC.Mark William Yusko — WHITE RIVER VALUE ADVISORS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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