HOLLINGSWORTH AVENT AVERRE & PURVIS, PA

CRD 118943File 801-113444

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$177.4M

Bottom 25% of cohort (national)

Discretionary AUM

$177.4M

Clients

100

152 accounts

Employees

Bottom 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jun 18, 2018
Principal office: 300 W. MILLBROOK ROAD, RALEIGH, NC, 27609
Phone: 919-848-4100
Website: HTTP://WWW.HAACPA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $177.4M
Discretionary AUM: $177.4M
Non-discretionary AUM: $0
Discretionary accounts: 152
Non-discretionary accounts: 0
Total accounts: 152
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	2	$784K
High net worth individuals	44	$139.4M
Pension and profit sharing plans	4	$5.7M
Individuals (other than high net worth individuals)	50	$31.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Clients	104	100	decreased by4
Apr 1, 2026	AUM	$154,466,847	$177,409,470	increased by$22,942,623
Apr 1, 2026	Accounts	153	152	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	102	104	increased by2
May 1, 2025 vs Oct 1, 2022	AUM	$142,325,738	$154,466,847	increased by$12,141,109
May 1, 2025 vs Oct 1, 2022	Accounts	165	153	decreased by12
May 1, 2022	Clients	98	102	increased by4
May 1, 2022	AUM	$127,501,080	$142,325,738	increased by$14,824,658
May 1, 2022	Accounts	157	165	increased by8
Apr 1, 2022	Employees	11	3	decreased by8
Apr 1, 2022	Clients	118	98	decreased by20
Apr 1, 2022	AUM	$127,501,078	$127,501,080	increased by$2
Jul 1, 2021	Employees	3	11	increased by8
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “HOLLINGSWORTH AVENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOLLINGSWORTH AVENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.