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| Carolina Wealth Advisors LLC
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|---|---|
| CRD # | 288837 |
| SEC # | 801-119040 |
| CIK # | 0001786411 |
| AUM | 313.4 M (2026-03-25) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 843-448-4425 |
| Address | 1110 London Street Myrtle Beach, SC 29577 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cisco Systems Inc | 7.4 | ||
| Texas Instruments Inc | 5.2 | ||
| Coca Cola Co | 4.9 | ||
| Altria Group Inc | 4.8 | ||
| AbbVie Inc | 4.7 | ||
| Amgen Inc | 4.7 | ||
| Southern Copper Corp/ | 4.7 | ||
| Philip Morris International Inc | 4.5 | ||
| Targa Resources Corp | 4.3 | ||
| Merck & Co Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 459 | 99.5 |
| (b) Individuals (high net worth individuals) | 128 | 207.2 |
| (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 | 9 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,591 | 313.4 |
| By Discretionary | ||
| Discretionary | 1,530 | 308.5 |
| Non-Discretionary | 61 | 5.0 |
| Total | 1,591 | 313.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.4 | |
| Total | 1,591 | 313.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001786411] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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