13.50
-6.18%
Close of 9 Nov 2026, in USD
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About Uwharrie Capital
From its filings with the US Securities and Exchange Commission
Uwharrie Capital is based in Albemarle, North Carolina and is incorporated in North Carolina. Its shares trade on OTC under the ticker UWHR. The SEC classifies its business as state commercial banks. In the fiscal year to 31 December 2025, it reported net income of $11.4m. At that date it held total assets of $1.20bn and shareholders' equity of $64.9m.
Uwharrie Capital Corp (the “Company”) is a North Carolina business corporation and registered bank holding company. The Company was incorporated on February 24, 1993 to become the bank holding company for Uwharrie Bank (the “Bank”), a North Carolina commercial bank, originally chartered on September 28, 1983 as Bank of Stanly, and its three wholly owned subsidiaries, The Strategic Alliance Corporation (“Strategic Alliance”), BOS Agency, Inc. (“BOS Agency”) and Gateway Mortgage, Inc., a mortgage brokerage company acquired in August 2000. The Company also owns two non-bank subsidiaries, Uwharrie Investment Advisors, Inc., formerly known as Strategic Investment Advisors, Inc., formed in 1999, and Uwharrie Mortgage, Inc., formed in 2004.
On January 19, 2000, the Company completed its acquisition of Anson Bancorp, Inc. and its subsidiary, Anson Savings Bank. The savings bank retained its North Carolina savings bank charter and became a wholly owned subsidiary of the Company until September 1, 2013 when it was merged with and into the Bank.
During 2002, the Company expanded its service area into the Cabarrus County market. On April 10, 2003 the Company capitalized a new wholly owned subsidiary bank, Cabarrus Bank & Trust Company. As of that date, Cabarrus Bank & Trust Company purchased two Cabarrus County branch offices of the Bank in order to commence operations. Cabarrus Bank & Trust Company was merged with and into the Bank, effective September 1, 2013.
Quoted from its 10-K, filed 5 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Banks
- Listed since
- 6 Feb 2004
- Employees
- 176
- Head office
- 132 NORTH FIRST STREET, ALBEMARLE, NC, 28001
- Incorporated in
- NC
- Classification
- State Commercial Banks
- Filer status
- Non-accelerated filer<br>Smaller reporting company
Leadership
Pay as last reported
- Mr. S. Todd SwaringenChairman of the Board$22,195
- Mr. Roger DickPresident, Chief Executive Officer; Chief Executive Officer of Uwharrie Bank$712,034
- Mr. Vernon RussellIndependent Vice Chairman of the Board$21,695
- Mrs. Heather AlmondChief Financial Officer of the Company and Uwharrie Bank
- Mr. Jeffery TroutPresident of Uwharrie Bank Mortgage$733,553
- Mr. Jason AndrewChief Operations Officer of the Company and Uwharrie Bank
- Mr. Brooke SenterChief People Officer and Assistant Corporate Secretary of the Company and Uwharrie Bank, since 2023
- Ms. Tamara SingletaryExecutive Vice President - Investor Relations, Corporate Secretary of the Company and Uwharrie Bank
- Ms. Christy StonerChief Marketing Officer of the Company and Uwharrie Bank$259,838
- Mr. R BeaverChief Risk Officer; President and Chief Risk Officer of Uwharrie Bank$500,993
- Ms. Cheryl RinehardtChief Credit Officer of Uwharrie Bank
- Mr. Allen FurrDirector$14,695
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 0
- Environment
- 0
- Social
- 0
- Governance
- 0
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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