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Wyatt Blakey Secrest & Associates, LLC (Durham)


Wyatt Blakey Secrest & Associates, LLC is an adviser based in Durham. It manages $78.18 million of regulatory assets for 687 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of North Carolina, South Carolina, and Texas.




Wyatt Blakey Secrest & Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wyatt Blakey Secrest & Associates: assets under management

The assets under management (AUM) of Wyatt Blakey Secrest & Associates, LLC is $78.18 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $70.97 million in discretionary accounts and $7.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $74.37 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wyatt Blakey Secrest & Associates, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
James Thomas Blakey President 1 Jun 2000 75% - 100% 2934957
Edward Blair Secrest President 1 Jul 2001 75% - 100% 2161058
Jeremiah Harden Wyatt President 1 Jul 2006 75% - 100% 2103686

Based in Durham

The principal office where Wyatt Blakey Secrest & Associates, LLC performs its advisory services is located at 2220 Sedwick Road, Durham, NC 27713, which is also the mailing address of the firm. An additional office of the firm is in Davidson, NC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-896-5571 or by fax 704-943-3065. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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