Fee-only adviser · Research Triangle Park, NC
Adi Mahajan CPA PC
Adi Mahajan CPA PC is a fee-only investment adviser registered with the securities regulator of North Carolina, with its main office in Research Triangle Park, North Carolina. On its latest Form ADV, filed September 23, 2026, it reports $284K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: North Carolina |
|---|---|
| Firm CRD number | 334894 |
| Office | 800 Park Offices DR Front Lobby Research Triangle Park, NC 27709 |
| Phone | (252) 352-5161 |
| Website | www.adimahajancpa.com |
| Regulatory assets under management | $284K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Subscription |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 23, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Durham 11 firms
- Chapel Hill 20 firms
- Raleigh 42 firms
- Apex 5 firms
- Cary 9 firms
- Wake Forest 2 firms
- New Hill 1 firm
- Pittsboro 1 firm
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