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Uwharrie Capital Corp
132 NORTH FIRST STREET
PO Box 338
Phone: (704) 983-6181p:704 983-6181 ALBEMARLE, NC  28001  United States Ticker: UWHRUWHR
Business Summary
Uwharrie Capital Corp is a bank holding company for Uwharrie Bank (the Bank), a North Carolina commercial bank. Its operations are primarily retail-oriented and directed to individuals and small to medium-sized businesses. The Bank provides traditional commercial and consumer banking services, including personal and commercial checking and savings accounts, money market accounts, certificates of deposit, individual retirement accounts, and related business and individual banking services. The Bank’s lending activities include commercial loans and various consumer-type loans to individuals, including installment loans, mortgage loans, equity lines of credit and overdraft checking credit. The Bank also offers Internet banking, mobile banking, 24-hour telephone banking, and issues Visa check cards, an electronic banking card. The Company and its subsidiaries conduct their operations in Stanly County, Anson County, Cabarrus County, Randolph County and Mecklenburg County, North Carolina.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
12/31/202312/31/2023YesYes---

Industries
SIC Code Description
6022 State commercial banks
6029 Commercial banks, not elsewhere classified
6712 Offices of bank holding companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Tara G.Eudy 56 1/1/2020 1/1/2005
President, Chief Executive Officer Roger L.Dick 71 1/1/1983 1/1/1983
Chief Financial Officer Heather H.Almond 34 1/1/2022 1/1/2022
10 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Uwharrie Bank 167 N 2nd St Albemarle NC United States
ANSON BANK&TRUST CO 211 SOUTH GREENE STREET WADESBORO NC US
CABARRUS BANK AND TRUST COMPANY 25 Palaside Dr NE Concord North Carolina United States

Business Names
Business Name
BOS Agency, Inc.
Gateway Mortgage, Inc.
The Strategic Alliance Corporation
4 additional Business Names available in full report.

General Information
Number of Employees: 171 (As of 12/31/2023)
Outstanding Shares: 7,103,003 (As of 3/25/2024)
Shareholders: 2,460
Stock Exchange: OTC
Federal Tax Id: 561814206
Fax Number: (704) 982-4355


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Tuesday, April 23, 2024