Orville Igharas
Piedmont Trust · Greenboro, North Carolina
Orville Igharas is a fee-only financial advisor at Piedmont Trust in Greenboro, North Carolina. Orville focuses on estate & legacy planning, tax planning and family wealth transfer. Piedmont Trust reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Piedmont Trust |
|---|---|
| Based in | Greenboro, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $495.6M across 223 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5916738 |
| Exams passed | Series 66 (2011) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.piedmonttrust.com |
| Profile |
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Questions about Orville
Is Orville Igharas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Orville holds no broker registration, and Piedmont Trust reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Orville charge for financial advice?
Orville's firm, Piedmont Trust, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Orville Igharas based?
Orville Igharas is based in Greenboro, North Carolina.
What does Orville specialize in?
Orville's specialties include estate & legacy planning, tax planning and family wealth transfer. Orville works with multi-generational families.
Is Orville Igharas registered with the SEC?
Yes. Orville Igharas is registered as an investment adviser representative in NC (CRD 5916738), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Piedmont Trust manage?
Piedmont Trust reports $495.6M across 223 accounts in assets under management.
How do I contact Orville Igharas?
Through Orville's website, www.piedmonttrust.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Piedmont Trust website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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