Charlotte, North Carolina, has become a prominent hub for finance and investment in the southeastern United States. Known for its diverse economy and growing population of high-net-worth individuals, the city offers a wide range of investment firms tailored to various client needs—from venture capital and private equity to financial planning and portfolio management. If you’re evaluating firms in the region, here are ten investment firms in Charlotte to consider for their strategic insights, personalized services, and commitment to long-term value.
1. PointSquared Ventures
PointSquared Ventures is a self-funded private investment firm that builds and grows seed-stage companies in the technology, energy, and infrastructure sectors. With a strong entrepreneurial focus, the firm partners with visionary founders and supports them through capital, mentorship, and strategic resources.
Phone: 19802369567
Email: [email protected]
Address: 615 S College St, Charlotte, NC 28202
Website: https://www.pointsquared.com
2. McShane Partners
Founded in 1985, McShane Partners is known for its boutique investment advisory and personalized wealth planning services. Now part of Waverly Advisors, it brings nearly $700 million in assets under management and a deep commitment to fiduciary client care.
Phone: 19805853390
Email: [email protected]
Address: 2150 Park Dr, Charlotte, NC 28202
Website: http://mcshanepartners.com
3. Horizon Investments
Specializing in goals-based investment strategies, Horizon Investments uses its proprietary GAIN, PROTECT, SPEND® framework to guide clients through every phase of their financial life. They collaborate closely with advisors to deliver outcome-oriented solutions.
Phone: 18663712399
Email: [email protected]
Address: 6210 Ardrey Kell Rd Suite 300, Charlotte, NC 28277
Website: https://www.horizoninvestments.com
4. Abiding Wealth Advisors LLC
This values-driven investment and planning firm provides comprehensive services to individuals and businesses navigating life transitions. Since 2009, they’ve focused on building enduring client relationships and legacy-oriented financial strategies.
Phone: 18008180301
Email: [email protected]
Address: 10815 Sikes Pl STE 320, Charlotte, NC 28277
Website: https://abidingwealthadvisors.com
5. Carolinas Investment Consulting
Founded in 2001, CIC is an independent, employee-owned firm managing over $1.4 billion in assets. It offers personalized investment and wealth planning services with a collaborative model that includes coordination with clients’ broader advisory teams.
Phone: 17046432455
Email: [email protected]
Address: 5605 Carnegie Blvd #400, Charlotte, NC 28209
Website: http://www.carolinasinvest.com
6. Buie Investment Advisors LLC
Led by seasoned advisor Roderick Buie, this Charlotte-based firm delivers tailored investment strategies for individuals, families, and institutions. BIA emphasizes disciplined financial planning with a client-focused approach.
Phone: 17046438030
Email: [email protected]
Address: 6624 Fairview Rd, Charlotte, NC 28210
Website: http://www.buieinvestmentadvisors.com
7. Summit Park
A private equity firm with a focus on lower middle-market companies, Summit Park supports growth-oriented businesses with revenues between $20M and $150M. Their strategy includes operational support and acquisition execution.
Phone: 17046543400
Email: [email protected]
Address: 300 S Tryon St #1210, Charlotte, NC 28202
Website: http://www.summitparkllc.com
8. QC Capital
QC Capital acquires and manages institutional-grade multifamily and car wash assets across the Southeast. Their data-driven approach appeals to accredited investors seeking reliable cash flow and long-term growth.
Phone: 17043270688
Email: [email protected]
Address: 8350 Arrowridge Blvd #1A-9, Charlotte, NC 28277
Website: https://qccapitalgroup.com
9. Cannon Advisors
Offering a combination of investment management and tax planning, Cannon Advisors also features a proprietary AI-driven strategy for portfolio management. The firm promotes retirement readiness and comprehensive financial health.
Phone: 17048492199
Email: [email protected]
Address: 2108 S Blvd Ste 200, Charlotte, NC 28203
Website: https://www.cannonadvisors.com
10. Capitalwize LLC
Capitalwize focuses on helping first-generation wealth builders make informed financial decisions. Through their platform, Capitalwize 360°, clients access a complete view of their financial life and customized strategic support.
Phone: 17048846846
Email: [email protected]
Address: LLC The RailYard South End, 1422 S Tryon St St 300, Charlotte, NC 28203
Website: http://www.capitalwize.co
Whether you’re launching a startup, preparing for retirement, or looking to grow long-term wealth, Charlotte offers a robust and diverse investment landscape. Consider exploring these firms based on your specific goals, risk tolerance, and life stage to find a partner that aligns with your vision.
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