# Hollingsworth Avent Averre & Purvis

Hollingsworth Avent Averre & Purvis is a Bank / Wealth / Trust based in Raleigh, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Raleigh, United States
- **Region:** North America
- **Address:** 300 West Millbrook Rd, Raleigh, NC 27609, United States
- **Founded:** 1957
- **Assets under management:** Undisclosed
- **Website:** haacpa.com

## Regulatory record

- **CRD number:** 118943
- **SEC file number:** 801-113444
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118943

## About

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.

## Sectors

- Real Estate

## People

- Chuck Averre — Principal
- Tina Roberts Purvis — Principal
- Tim Avent — Principal
- Ashley Jones — Principal

## Questions

### Who makes the key strategic and investment decisions at the firm?

Four Principals — Chuck Averre, Tim Avent, Tina Roberts Purvis, and Ashley Jones — share leadership and client responsibility. The firm operates as a traditional CPA partnership, meaning senior decision-making is distributed across the Principal group rather than concentrated in a single CEO or CIO.

### What types of clients does the firm primarily serve?

The firm serves individuals, high-net-worth families, corporations, and trusts, with a concentration around Raleigh and the broader Research Triangle region of North Carolina. Its historical client base, shaped by Roy L. Avent's practice expansion beginning in 1978, includes real estate owners, closely held business owners, and professionals.

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Last updated: 2026-06-03T20:00:00.000Z

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