Abiding Wealth Advisors Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2009
Founded
  • Professionals
  • 3
Professionals
  • AUM
  • 00000

Abiding Wealth Advisors General Information

Description

Abiding Wealth Advisors is a privately held wealth management firm based in Charlotte, North Carolina. Established in 2009, it is is affiliated with Crown Capital Securities, LP, an Independent Registered Investment Advisor and Broker Dealer. Its investments are governed by an executive management team.

Contact Information

Year Founded
2009
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
00000 0000000
Title
Registered Principal, Managing Partner & Registered Investment Advisor
Email
00000@000000000000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 10815 Sikes Place
  • Suite 320
  • Charlotte, NC 28277
  • United States
+1 (800) 000-0000
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Abiding Wealth Advisors Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Abiding Wealth Advisors Mandates (1)

Fund Type Mandate Amount Announced Date Timeframe
0000 000000 - 0000000 $15M 00-000-0000 16-Feb-2021 to 16-Feb-2022
To view Abiding Wealth Advisors’s complete mandates history, request access »

Abiding Wealth Advisors Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Abiding Wealth Advisors Team (7)

Name Title Office
Shane Snively Registered Principal, Managing Partner & Registered Investment Advisor Charlotte, NC
David Yoder Managing Partner & Registered Investment Advisor Pinehurst, NC
Jared Audette Financial Planner & Registered Investment Advisor Charlotte, NC
Randall Newton Investment Advisor Representative Charlotte, NC
Franklin Sparkman Registered Investment Advisor Waxhaw, NC
You’re viewing 5 of 7 team members. Get the full list »