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| Carolina Wealth Advisors LLC
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|
|---|---|
| CRD # | 288837 |
| SEC # | 801-119040 |
| CIK # | 0001786411 |
| AUM | $278.2 MM (2024-03-26) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 843-448-4425 |
| Address | 1110 London Street Myrtle Beach, SC 29577 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVGO | 201,282.9 | 11.0 | |
| DKS | 6,228.0 | 8.5 | |
| RDN | 3,409.4 | 7.7 | |
| F | 47,473.4 | 7.2 | |
| ABBV | 269,466.6 | 7.1 | |
| PKG | 13,019.8 | 6.8 | |
| FAST | 28,302.5 | 6.7 | |
| VZ | 211,914.0 | 6.2 | |
| BAH | 11,592.0 | 6.2 | |
| WSM | 8,142.2 | 6.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 421 | 102.4 |
| (b) Individuals (high net worth individuals) | 107 | 170.8 |
| (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 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 278.2 |
| By Discretionary | ||
| Discretionary | 1,332 | 274.5 |
| Non-Discretionary | 50 | 3.7 |
| Total | 1,382 | 278.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 278.2 | |
| Total | 1,382 | 278.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001786411] |
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|---|---|---|
|
Insight Folios Inc
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|
NC | 0.3 |
|
Motive Wealth Advisors LLC
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MI | 0.3 |
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The Retirement Planning Company of New England Inc
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RI | 0.3 |
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Brady Family Wealth LLC
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MO | 0.3 |
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Dovetail Wealth Management LLC
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TX | 0.3 |
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Ricketts Financial LLC
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KY | 0.3 |
|
Monterey Wealth Partners LLC
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GA | 0.3 |
|
Chapwood Capital Investment Management LLC
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|
TX | 0.3 |
|
WFG Capital Advisors LLC
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AL | 0.3 |
|
My Personal CFO LLC
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|
WA | 0.3 |