Overview
Assets Under Management: $1.3 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 246
Average Client Assets: $5 million
Frequently Asked Questions
CAROLINAS WEALTH CONSULTING LLC 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 #300003), CAROLINAS WEALTH CONSULTING LLC is subject to fiduciary duty under federal law.
CAROLINAS WEALTH CONSULTING LLC is headquartered in CHARLOTTE, NC.
CAROLINAS WEALTH CONSULTING LLC serves 246 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, CAROLINAS WEALTH CONSULTING LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CAROLINAS WEALTH CONSULTING LLC manages $1.3 billion in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, CAROLINAS WEALTH CONSULTING LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.53
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,873
Discretionary Accounts: 1,476
Non-Discretionary Accounts: 397
Regulatory Filings
CRD Number: 300003
Last Filing Date: 2025-03-05 00:00:00
Website: https://carolinasinvest.com