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Thomas Edward Velevis

H. S. DREHER CAPITAL MANAGEMENT, LLC·SOUTHERN PINES, North Carolina
Unclaimed Profile
275 SE BROAD STREET, SOUTHERN PINES, NC 28387CRD# 2369373Firm CRD# 104537
01

About

Thomas Edward Velevis is a registered financial advisor based in SOUTHERN PINES, North Carolina, affiliated with H. S. DREHER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
H. S. DREHER CAPITAL MANAGEMENT, LLC
DREHER FINANCIAL PARTNERS
AUM
$124M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at H. S. DREHER CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2369373
Firm CRD# 104537
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Edward Velevis offer?
Thomas Edward Velevis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SOUTHERN PINES, North Carolina for a consultation.
What are Thomas Edward Velevis's credentials?
Thomas Edward Velevis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Edward Velevis located?
Thomas Edward Velevis is based in SOUTHERN PINES, North Carolina, working with H. S. DREHER CAPITAL MANAGEMENT, LLC. Their office serves clients in the SOUTHERN PINES metropolitan area and surrounding communities.
How does Thomas Edward Velevis charge for services?
Thomas Edward Velevis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is H. S. DREHER CAPITAL MANAGEMENT, LLC?
H. S. DREHER CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $124M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SOUTHERN PINES
Ross Brendel — WE EDUCATION INVESTMENT MANAGER LLCHowell Evans Neville — THE PINES WEALTH MANAGEMENT, LLCColleen Kennedy O'donnell — THE PINES WEALTH MANAGEMENT, LLCMichael Stephen White — H. S. DREHER CAPITAL MANAGEMENT, LLCMary Kay Zastrow — MILESTONE ADVISORY PARTNERS, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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