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| Happy Holidays!! thanks for using AUM13F!! |
| Carolina Financial Advisors Inc
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|---|---|
| CRD # | 118823 |
| SEC # | 801-120773 |
| CIK # | |
| AUM | $211.6 M (2025-06-12) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 336-333-0176 |
| Address | 100 East Lake Dr Greensboro, NC 27403 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 582 | 110.7 |
| (b) Individuals (high net worth individuals) | 39 | 100.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,034 | 211.6 |
| By Discretionary | ||
| Discretionary | 1,026 | 195.3 |
| Non-Discretionary | 8 | 16.3 |
| Total | 1,034 | 211.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.6 | |
| Total | 1,034 | 211.6 |
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|---|---|---|
|
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✚
|
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|
Five Talents Financial Management Group LLC
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MUNN Wealth Management LLC
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|
Mission Hills Financial Advisory LLC
✚
|
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