AA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
246 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Ms. Dewhurst does not receive commissions or any portion of the asset-based fee. However, her performance in establishing advisory relationships with clients is considered for promotions and merit raises, creating a financial incentive to recommend CUIS advisory services.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
801 Hillsborough St., 3rd Floor, Raleigh, NC, 27603
Get directionsRegulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2021Pending
Customer Dispute
December 2017Settled
Customer Dispute
January 2017Settled
Other Business Activities
Airis receives trailing income as an independent associate with LegalShield since 1999, dedicating minimal time to this non-investment related activity. Airis is also involved with State Employees' Credit Union in financial services.
Employment History
Current Registrations
Credit Union Investment Services
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
First Oak Wealth Management, LLC
September 2017 - May 2021 · 3 yrs 8 mos
First Oak Wealth Management, LLC
June 2017 - July 2017 · 1 mo
Great Lakes & Atlantic Wealth Management and Advisory Partners
May 2017 - June 2017 · 1 mo
Great Lakes & Atlantic Wealth Management and Advisory Partners
April 2017 - April 2017 · 0 mos
Davis Wealth Management
October 2009 - April 2017 · 7 yrs 6 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.