Dreher Financial Partners

Overview

Dreher Financial Partners is an SEC registered investment adviser based in Southern Pines, NC, registered since 2012. It reports $148M in assets under management across 496 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$148M

Discretionary

100%

Accounts

496

Average account

$299K

Employees

2

Advisory reps

2

Registered since

2012

Jurisdictions

1

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Thomas Edward Velevis Managing Principal, Chief Compliance Officer CRD 2369373
• Michael Stephen White Partner CRD 6488455

Advisory reps 2 of 2

• Thomas Edward Velevis Investment Adviser Rep CRD 2369373
• Michael Stephen White Investment Adviser Rep CRD 6488455

Location

Headquarters

275 SE Broad St
Southern Pines, NC 28387

County

Moore

Metro area

Pinehurst-Southern Pines, NC

Region

South

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: interestoninterest.com

Every state, with registration dates

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