Austin L. Brown

BOLIN CREEK WEALTH ADVISORS LLC

Chapel Hill, NC 27514

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CRD#: 6773932

Professional summary

Austin Lane Brown, CFP® is a registered financial advisor currently at BOLIN CREEK WEALTH ADVISORS LLC located in Chapel Hill, North Carolina.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Austin has worked at 2 firms .

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Tax Planning

Comprehensive Financial Planni...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Lane Brown's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

March 10, 2023 - Present

BOLIN CREEK WEALTH ADVISORS LLC

Office #1: 1829 E. Franklin Street, Bld. 600 Suite E-5, Chapel Hill, NC 27514

RIA

CRD#: 325013

Chapel Hill, NC

Past

April 27, 2017 - December 21, 2022

WOODWARD FINANCIAL ADVISORS, INC.

RIA

CRD#: 150641

CHAPEL HILL, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(3/10/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BOLIN CREEK WEALTH ADVISORS LLC

BOLIN CREEK WEALTH ADVISORS | BOLIN CREEK WEALTH ADVISORS LLC

CRD#: 325013 / SEC#:

North Carolina

Registered Investment Advisory firm - (3/10/2023 Approved)

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Contact information

Main Address

1829 E. Franklin Street, Bld. 600 Suite E-5, Chapel Hill, NC 27514

Mailing Address

Phone number

(919) 366-7477

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	43
AUM (Assets Under Management)	$ 16,674,425

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Austin L. Brown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Lane Brown's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOLIN CREEK WEALTH ADVISORS LLC

WOODWARD FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Current Firm

BOLIN CREEK WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOLIN CREEK WEALTH ADVISORS LLC

TRUST BUT VERIFY

Contact information

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