# Pisces Financial Advisors

Pisces Financial Advisors is a Multi Family Office based in Chapel Hill, NC 27516, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Chapel Hill, NC 27516, United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** https://piscesfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/benbirken

## Regulatory record

- **CRD number:** 313209
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313209

## About

PISCES FINANCIAL ADVISORS, LLC is a state-registered investment adviser with $56 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### What investment stages does Pisces Financial Advisors typically target?

The firm's approach is asset allocation across public markets and alternatives, not stage-focused venture or growth equity. It targets mature, liquid asset classes suitable for wealth management clients.

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- [Sora Wealth](https://altss.com/profile/sora-wealth-llc)
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Last updated: 2026-07-09T01:05:25.787Z

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