Overview
Assets Under Management: $288 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 80
Average Client Assets: $3.5 million
Frequently Asked Questions
CAROLINA CAPITAL CONSULTING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116802), CAROLINA CAPITAL CONSULTING, INC. is subject to fiduciary duty under federal law.
CAROLINA CAPITAL CONSULTING, INC. is headquartered in CHARLOTTE, NC.
CAROLINA CAPITAL CONSULTING, INC. serves 80 high-net-worth clients according to their SEC filing dated February 08, 2018. View client details ↓
According to their SEC Form ADV, CAROLINA CAPITAL CONSULTING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CAROLINA CAPITAL CONSULTING, INC. manages $288 million in client assets according to their SEC filing dated February 08, 2018.
According to their SEC Form ADV, CAROLINA CAPITAL CONSULTING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.04%
Average Client Assets: $3.5 million
Total Client Accounts: 608
Discretionary Accounts: 608
Regulatory Filings
CRD Number: 116802
Filing ID: 1163280
Last Filing Date: 2018-02-08 16:04:00