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is a fee-only registered investment advisor with $4.08 billion in assets managed up to the March 31st across six North Carolina offices an array of investment management, financial planning, tax planning, trust services, and business

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Registered Investment Advisory firm that has been providing independent wealth management services for over 30 years. Our advisors are

Capitala Investment Advisors, founded in 1998 and formerly known as CapitalSouth

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Planning is a Pittsburgh-based financial planner and investment advisor who helps clients achieve their financial goals. His team provides assistance in asset management, retirement planning, and estate

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