Carolina Wealth Advisors LLC

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Carolina Wealth Advisors LLC
CRD #288837
SEC #801-119040
CIK #0001786411
AUM $278.2 MM (2024-03-26)
Employees 6 (67% Investors, 67% Brokers)
Phone843-448-4425
Address1110 London Street
Myrtle Beach, SC 29577
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002009201420192025
CIK Period
0001786411
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Broadcom Inc 201,282.9 11.0
Dicks Sporting Goods Inc 6,228.0 8.5
Radian Group Inc 3,409.4 7.7
Ford Motor Co 47,473.4 7.2
AbbVie Inc 269,466.6 7.1
Packaging Corp of America 13,019.8 6.8
Fastenal Co 28,302.5 6.7
Verizon Communications Inc 211,914.0 6.2
Booz Allen Hamilton Holding Corp 11,592.0 6.2
Williams Sonoma Inc 8,142.2 6.0
Premier Inc 4,280.6 5.6
City Holding Co 1,197.0 5.2
Shutterstock Inc 2,058.5 4.5
Infosys Ltd 77,419.3 4.4
Conagra Foods Inc /DE/ 16,287.0 4.2
Employers Holdings Inc 1,173.1 3.3
PulteGroup Inc/MI/ 9,474.2 0.9
Brown Shoe Co Inc 1,000.0 0.9
Acxiom Corp 1,894.8 0.8
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 421 102.4
(b) Individuals (high net worth individuals) 107 170.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 9 5.0
(n) Other 0 0.0
Total 1,382 278.2
By Discretionary
Discretionary 1,332 274.5
Non-Discretionary 50 3.7
Total 1,382 278.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 278.2
Total 1,382 278.2
EDGAR Form CIK 2011 - 2024
13F-HR [0001786411]
Comparable Firms State AUM ($BB)
Insight Folios Inc
NC 0.3
Motive Wealth Advisors LLC
MI 0.3
The Retirement Planning Company of New England Inc
RI 0.3
Brady Family Wealth LLC
MO 0.3
Dovetail Wealth Management LLC
TX 0.3
Ricketts Financial LLC
KY 0.3
Monterey Wealth Partners LLC
GA 0.3
Chapwood Capital Investment Management LLC
TX 0.3
WFG Capital Advisors LLC
AL 0.3
My Personal CFO LLC
WA 0.3
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