ABSHER WEALTH MANAGEMENT, LLC

CRD 304642File 801-117177

APPROVED

Retail clients

Custody

Filing as of May 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.26B

Above cohort median (national)

Discretionary AUM

$1.17B

Non-discretionary $93.4M

Clients

691

2,468 accounts

Employees

Top 25% of cohort in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Aug 13, 2019
Principal office: 1450 RALEIGH ROAD,, SUITE 105, CHAPEL HILL, NC, 27517
Phone: 919-283-2340
Website: https://www.absherwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.26B
Discretionary AUM: $1.17B
Non-discretionary AUM: $93.4M
Discretionary accounts: 1,763
Non-discretionary accounts: 705
Total accounts: 2,468
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$2.6M
Charitable organizations	9	$30.7M
High net worth individuals	377	$1.13B
Pension and profit sharing plans	10	$12.9M
Individuals (other than high net worth individuals)	288	$83.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
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
Aug 12, 2026	Registration	—	APPROVED

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.