Dixon Hughes Wealth Advisors, LLC (Asheville)

Name: Dixon Hughes Wealth Advisors, LLC
Address: 500 Ridgefield Court, Suite 100, Asheville, NC, 28806
Telephone: 888-840-4715

Dixon Hughes Wealth Advisors, LLC is a large advisory firm based in Asheville. It manages $680.98 million of regulatory assets for 2,496 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, California, Florida, and 11 other states.

Dixon Hughes Wealth Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dixon Hughes Wealth Advisors: assets under management

The assets under management (AUM) of Dixon Hughes Wealth Advisors, LLC is $680.98 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $591.87 million in discretionary accounts and $89.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $248.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $788.6 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dixon Hughes Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Dixon Hughes Wealth Advisors, LLC

Dixon Hughes Wealth Advisors, LLC is owned by Steven Hendrie Morton. Frank Woodfin Hoyle has been acting as President since 1 Mar 2004. Frederick Franklin Kramer has served as the Chief Investment Officer since 1 Oct 2000. Catherine Barbara Smith Anderson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Dixon Hughes Holdings	Owner	1 Aug 1999	50% - 75%	56-0747981
Steven Hendrie Morton	Owner/manager	1 Aug 1999	50% - 75%	1012030
Frederick Franklin Kramer	Chief investment officer	1 Oct 2000	Other	1088636
Frank Woodfin Hoyle	President	1 Mar 2004	Other	1366978
Dixon Hughes Financial Services Llc	Member	1 Mar 2004	75% - 100%	57-1104234
Dixon Hughes Goodman Financial Services Llc	Member	1 Mar 2004	75% - 100%	57-1104234
Catherine Barbara Smith Anderson	Chief compliance officer	1 Jul 2004	Other	3273886

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Dixon Hughes Pllc	Member	1 Mar 2004	75% - 100%	56-0747981
Dixon Hughes Goodman Llp	Member	1 Mar 2004	75% - 100%	56-0747981

Based in Asheville

The principal office where Dixon Hughes Wealth Advisors, LLC performs its advisory services is located at 500 Ridgefield Court, Suite 100, Asheville, NC 28806 The mailing address of the firm is P.O. Box 3049, Asheville, NC 28802. An additional office of the firm is in Raleigh, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-840-4715 or by fax 828-236-5899. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.dhwealth.com.