Hollingsworth Avent Averre & Purvis, PA
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$170,897,482
Clients
94
Advisors
3
of 3 employees
About
Hollingsworth Avent Averre & Purvis, P.A. provides discretionary investment management, financial planning and 401(k)/retirement plan consulting for individuals and high-net-worth clients, and also offers accounting and tax (CPA) services. The firm serves a modest client base through a small advisory team that manages roughly $177 million in discretionary assets.
The firm's investment approach is evidence-based and rooted in a market-efficiency philosophy, favoring passive instruments such as index funds and ETFs, broad diversification by geography and market segment, and periodic rebalancing to align portfolios with client risk tolerances and time horizons. When advising on retirement accounts and plan design the firm acts as an ERISA fiduciary and typically coordinates with other pension, administrative and legal professionals.
What is distinctive is that the adviser’s principal business is a CPA practice, with licensed accountants integrated into the advisory process, so tax, accounting and financial planning services are offered together rather than as separate referrals — a structure that is uncommon among peer supported firms. The firm also discloses the potential conflicts that arise from delivering both accounting and investment services, maintains a $500,000 account minimum (with some exceptions), and emphasizes collaboration with clients’ attorneys and accountants on estate and plan-design matters.
Client services
Expertise
Fee options
Fixed fees for financial planning based on mutually agreed payment schedule, paid upon completion.
$0 - $400,000: 1.00% $400,001 - $1,000,000: 0.75% $1,000,001+: 0.25%
Up to $300.00 per hour for non-continuous investment advice and financial planning.
Account minimum: $500,000.00
Main office
300 W. Millbrook Road
Raleigh NC 27609
Advisors at this office
3
Most active in
North Carolina
Also doing business as
Hollingsworth Avent & Averre, Pa · Hollingsworth Avent Averre & Purvis, Pa
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Tina P
Series 65
Raleigh, NC
Hollingsworth Avent Averre & Purvis, PA
Tina Purvis is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. She holds a Series 65 designation and has 18 years of industry experience. She has been with the firm since 2001. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts by providing investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning and follows a market-efficiency, evidence-based investment approach that emphasizes passive vehicles, diversified allocations, and periodic rebalancing.
Charles A
PFS™, Series 65
Raleigh, NC
Hollingsworth Avent Averre & Purvis, PA
Charles Averre IV is a financial advisor at Hollingsworth Avent Averre & Purvis, P.A. in Raleigh, NC, with 19 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with the firm since 2010. Averre also provides CPA services as an owner of a CPA firm registered as an investment advisor. Hollingsworth Avent Averre & Purvis, P.A. offers discretionary investment management, financial planning, and retirement plan consulting primarily for individuals and high-net-worth clients, alongside accounting and tax services. The firm employs an evidence-based, market-efficiency investment approach focusing on passive instruments, diversification, and periodic rebalancing, integrating tax and accounting expertise directly into its advisory process.
Curtis A
Series 65
Raleigh, NC
Hollingsworth Avent Averre & Purvis, PA
Curtis Averre is a financial advisor at Hollingsworth Avent Averre & Purvis, PA with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2017. Prior to his advisory role, he spent ten years as a student. Hollingsworth Avent Averre & Purvis, P.A. serves individuals, corporations, and trusts by providing investment management, financial planning, and retirement plan consulting. The firm integrates accounting and tax services into its planning, following a market-efficiency, evidence-based approach that emphasizes passive investment vehicles and diversified asset allocations.
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