Sledge and Company Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$181,844,966
Clients
194
Advisors
4
of 4 employees
About
Sledge and Company Wealth Advisors provides personalized wealth management and financial planning to individuals, trusts, foundations, and corporations. The firm manages about $183.4 million in discretionary assets across 429 accounts and generally requires a $500,000 account minimum (which it may waive).
The firm develops investment policy statements from client questionnaires and discussions, and typically manages portfolios on a discretionary basis using a mix of mutual funds, index funds, ETFs, stocks, bonds, and options. Its research and portfolio process incorporates publicly available research, technical analysis and Monte Carlo analysis, and it may utilize third‑party money managers as part of implementation; financial planning covers cash flow, tax, retirement, education, estate and insurance considerations.
Several features distinguish the firm from many peers: certain professionals are registered representatives of a broker‑dealer (Capital Investment Group, Inc.) and may receive commissions for securities sales, and some professionals are licensed insurance agents who may receive insurance commissions. The firm is also affiliated with an accounting practice, with the affiliated CPA firm providing referrals and administrative services; these relationships and related conflicts of interest are disclosed and addressed through the firm’s policies and Code of Ethics.
Client services
Expertise
Fee options
Flat fee basis for financial planning services negotiated prior to providing the service
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.90% annually $10,000,001+: Negotiated
Certain professionals registered representatives receive customary commissions for sales of securities separately from advisory fees
$125 to $300 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning services billed hourly ($125 to $300 per hour) or flat fee negotiated prior to service
Main office
115 W. State Avenue
High Point NC 27262
Advisors at this office
4
Most active in
North Carolina · Texas
Also doing business as
Sledge And Company Wealth Advisors · Sledge And Company Wealth Advisors, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Kurt S
CFP®
High Point, NC
Sledge and Company Wealth Advisors
Kurt Shuler is a CFP® professional at Sledge and Company Wealth Advisors with two years of experience at the firm and one year at WealthFD. He has a total of four years in the financial industry, including eight years as a student prior to entering the field. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment approach using a variety of securities and financial planning strategies.
Warren C
PFS™, Series 63, Series 65
High Point, NC
Sledge and Company Wealth Advisors
Warren Carrick is a financial advisor at Sledge and Company Wealth Advisors with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Sledge and Company Wealth Advisors, he worked at The Wealth Group, Ltd. and has longstanding involvement with Capital Investment Group, Inc. Outside of his advisory role, he is a partner at Sledge and Company, PLLC, a CPA firm specializing in individual and business taxation. Sledge and Company Wealth Advisors provides wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a range of investment vehicles and incorporates various research methodologies, including third-party money managers, with complementary financial planning covering tax, retirement, and estate considerations.
Justin S
Series 65
High Point, NC
Sledge and Company Wealth Advisors
Justin Sledge is a financial advisor at Sledge and Company Wealth Advisors with a Series 65 credential and two years of industry experience. He previously worked at The Wealth Group, Ltd. and Capital Investment Companies, where he is also licensed to sell life insurance. Sledge and Company Wealth Advisors provides personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages approximately $183.4 million in discretionary assets and employs a disciplined investment process that includes public research, technical analysis, and Monte Carlo simulations.
Jamie S
CFP®, PFS™, Series 66
High Point, NC
Sledge and Company Wealth Advisors
Jamie Sledge is a Certified Financial Planner™ (CFP®) and Personal Financial Specialist™ (PFS™) with 26 years of industry experience. He is currently with Sledge and Company Wealth Advisors and has previously worked at The Wealth Group, Ltd. and Capital Investment Group, Inc. He also operates a CPA firm, providing accounting services. Sledge and Company Wealth Advisors offers personalized wealth management and financial planning services to individuals, trusts, foundations, and corporations. The firm manages discretionary portfolios using a combination of mutual funds, ETFs, stocks, bonds, and options, supported by proprietary research, technical analysis, and Monte Carlo simulations.
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