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| Keyboard |
| Carolina Qualified Retirement Plan Advisers LLC
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|---|---|
| CRD # | 171534 |
| SEC # | 801-119139 |
| CIK # | |
| AUM | 443.9 M (2026-02-11) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 843-209-9230 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 10.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 38 | 433.9 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 52 | 443.9 |
| By Discretionary | ||
| Discretionary | 51 | 390.7 |
| Non-Discretionary | 1 | 53.2 |
| Total | 52 | 443.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 443.9 | |
| Total | 52 | 443.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Holistic Financial Partners LLC
✚
|
IN | 444.6 M |
|
Balis Enterprises LLC
✚
|
444.3 M | |
|
Hamilton Capital Partners LLC
✚
|
GA | 444.0 M |
|
O'Boyle Wealth Management Inc
✚
|
CA | 443.9 M |
|
Pavion Blue Capital LLC
✚
|
CA | 443.7 M |
|
Lumbard & Kellner LLC
✚
|
NH | 443.6 M |
|
McDonald Financial Services LLC
✚
|
AL | 443.5 M |
|
Cross Staff Investments Inc
✚
|
NY | 443.5 M |
|
Greykasell Wealth Strategies Inc
✚
|
CA | 443.2 M |
|
Ulland Investment Advisors LLC
✚
|
MN | 442.9 M |