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Austin Lane Brown

Bolin Creek Wealth Advisors LLC

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About Austin Lane Brown

Austin Lane Brown is a financial advisor with Bolin Creek Wealth Advisors LLC. Austin is a Certified Financial Planner and has been in the financial industry since 2012. Austin has been registered with the state of North Carolina since 2023. Austin has experience working with both individuals and businesses and offers financial planning, portfolio management, and educational seminars. Austin has been working with Bolin Creek Wealth Advisors since 2023. Austin is currently registered as an Investment Advisor Representative in North Carolina.

Firm Information

Austin Brown is currently registered with Bolin Creek Wealth Advisors LLC. Bolin Creek Wealth Advisors LLC is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm, which has approximately $16.67 million in regulatory assets under management, also offers educational seminars.

$16.67M

Assets Under Management

22

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Austin Brown’s Registration & Firm History

NC

03/10/2023 - Present

Bolin Creek Wealth Advisors LLC (CHAPEL HILL NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Lane Brown.
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