The main focus of A & B Advisors is to provide best in class service for our relationships. Daily, we strive to leverage our experience and business associations to provide our clients with solutions to meet their immediate needs and position them to achieve their overall financial plan. Our value offering best serves three distinct groups of clients:

  • Wealthy Individuals and Families
  • Professional Athletes and Entertainers
  • Corporations

To request a free copy of our ADV Part 2 A&B, please contact A&B Advisors' Chief Compliance Officer, Julie Brown at 919-697-3131 or You may also review our most recent Form ADV Part 1 and Part 2 at or download our ADV Part 2A and Part 2B at under ADV Part 2A and ADV Part 2B.
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