Old North State Wealth Management

Old North State Wealth Management

Old North State Wealth Management was established in 2008 in Wilmington, North Carolina, as a registered investment adviser providing portfolio management and financial planning services. The firm serves individuals, trusts, estates, and business entities across the state, operating under the fiduciary standard that requires it to place client interests ahead of its own. Its founding coincided with the financial crisis, a period that shaped many advisory firms toward conservative, client-aligned models. The firm's investment strategy centers on constructing diversified portfolios using primarily public-market instruments — individual equities, bonds, and exchange-traded funds — allocated according to each client's risk tolerance, time horizon, and financial objectives. Old North State does not market proprietary products or pooled vehicles, functioning instead as an independent adviser that selects third-party securities and strategies. Its geographic focus concentrates on southeastern North Carolina, with a particular presence in the Wilmington and Cape Fear region. The firm maintains a lean structure typical of independent RIAs, with advisory and planning services delivered directly by its principals. Old North State does not publicly disclose assets under management, total assets under advisement, or team headcount. No philanthropic foundations, real-asset arms, or adjacent venture vehicles have been linked to the firm in public filings. Old North State's structural distinction lies in its posture as a product-agnostic fiduciary in a market increasingly dominated by large aggregators and bank-affiliated wealth managers. Its independence from any broker-dealer or proprietary product suite aligns interests with clients — a model that remains the core differentiator for small and midsize fee-only RIAs serving local markets.