Uwharrie Investment Advisors, Inc. is pleased to provide the following customer disclosure information. Click on the links below to view/print as needed.
A summary of your advisory relationship with Uwharrie Investment Advisors, Inc.
Uwharrie Investment Advisors Client Relationship Summary (Form CRS)
Retail and insurance services are offered through our partnership with Private Client Services.
Private Client Services Client Relationship Summary (Form CRS)
Information about Uwharrie Investment Advisors, Inc.’s qualifications and business practices.
Form ADV, Part 2A – Firm Brochure
Form ADV Part 2A, Appendix 1 – Wrap Fee Program Brochure
Form ADV, Part 2B – Brochure Supplement
How Uwharrie Capital Corp and affiliates collect, share and protect your personal information.
Uwharrie Capital Corp Consumer Privacy