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Carter Lindsay Ellis

KUHN ADVISORS, INC.·DURHAM, North Carolina
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3622 LYCKAN PARKWAY, DURHAM, NC 27707CRD# 6566004Firm CRD# 117816
01

About

Carter Lindsay Ellis is a registered financial advisor based in DURHAM, North Carolina, affiliated with KUHN ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KUHN ADVISORS, INC.
KUHN ADVISORS, INC.
AUM
$720M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at KUHN ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6566004
Firm CRD# 117816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carter Lindsay Ellis offer?
Carter Lindsay Ellis specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Carter Lindsay Ellis's credentials?
Carter Lindsay Ellis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carter Lindsay Ellis located?
Carter Lindsay Ellis is based in DURHAM, North Carolina, working with KUHN ADVISORS, INC.. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Carter Lindsay Ellis charge for services?
Carter Lindsay Ellis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KUHN ADVISORS, INC.?
KUHN ADVISORS, INC. has approximately 8 employees and manages $720M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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