Hollingsworth Avent Averre & Purvis

Hollingsworth Avent Averre & Purvis

Hollingsworth Avent Averre & Purvis began in 1957 when Leon Hollingsworth launched a Raleigh accounting practice committed to personal, relationship-based financial guidance. Roy L. Avent joined as a Principal in 1978, expanding the firm into management consulting and estate planning for real estate owners, closely held businesses, and professionals — the core client segments that remain central today. The current leadership group includes four Principals: Chuck Averre, Tim Avent, Tina Roberts Purvis, and Ashley Jones, supported by a team of CPAs and staff accountants. The firm operates across tax planning and compliance, audit and assurance, and wealth management — a three-pillar structure that integrates both sides of a client's balance sheet. Its wealth management practice provides investment advisory services, financial planning, and portfolio management for individuals, high-net-worth families, corporations, and trusts. The firm does not publish a discrete AUM figure, but the advisory arm draws on the broader tax and accounting client base concentrated in the Raleigh-Durham area, with exposure to real estate ownership, professional services, and local operating businesses. Hollingsworth Avent Averre & Purvis employs 14 professionals from its single office at 300 West Millbrook Road in Raleigh. The partnership model — with four named Principals sharing leadership and client responsibility — mirrors the structure of a traditional CPA firm rather than a centralized family office or institutional asset manager. No separate philanthropic foundation, real-asset arm, or co-investment club is disclosed. The firm's website emphasizes fiduciary duty and personalized service as the defining client commitment. The structural differentiator is its accounting-first wealth management model: the same partnership that prepares a business owner's tax returns and audits the company's financial statements also oversees the family's investment portfolio. This integrated approach — rare among siloed advisory practices — means portfolio construction is continuously informed by tax planning, estate strategy, and real-time visibility into the client's operating assets.