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| Happy Holidays!! thanks for using AUM13F!! |
| Carolina Wealth Advisors LLC
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| CRD # | 288837 |
| SEC # | 801-119040 |
| CIK # | 0001786411 |
| AUM | $297.7 M (2025-03-25) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 843-448-4425 |
| Address | 1110 London Street Myrtle Beach, SC 29577 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001786411 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Mosaic Co | 9.0 | ||
| Denali Holding Inc | 8.9 | ||
| Fastenal Co | 8.5 | ||
| Dicks Sporting Goods Inc | 7.4 | ||
| AbbVie Inc | 7.2 | ||
| Guess Inc | 6.8 | ||
| Amdocs Ltd | 6.6 | ||
| Verizon Communications Inc | 6.2 | ||
| City Holding Co | 5.7 | ||
| Ford Motor Co | 5.3 | ||
| Molson Coors Brewing Co | 4.7 | ||
| Bloomin' Brands Inc | 4.6 | ||
| Infosys Ltd | 4.2 | ||
| Employers Holdings Inc | 3.5 | ||
| Conagra Foods Inc /DE/ | 2.9 | ||
| Amerisourcebergen Corp | 1.6 | ||
| AXA Equitable Holdings Inc | 1.5 | ||
| Cardinal Health Inc | 1.5 | ||
| Autodesk Inc | 1.4 | ||
| Hilton Worldwide Holdings Inc | 1.3 | ||
| Verisk Analytics Inc | 1.3 | ||
| GoDaddy Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 98.7 |
| (b) Individuals (high net worth individuals) | 117 | 193.5 |
| (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 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,382 | 297.7 |
| By Discretionary | ||
| Discretionary | 1,333 | 293.8 |
| Non-Discretionary | 49 | 3.9 |
| Total | 1,382 | 297.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.7 | |
| Total | 1,382 | 297.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001786411] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jessup Wealth Management Inc
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|
OH | 0.3 |
|
Bridgewater Asset Management LLC
✚
|
MO | 0.3 |
|
Kensington Investment Counsel LLC
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CA | 0.3 |
|
Athena Investment Management
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|
0.3 | |
|
Salvus Wealth Management LLC
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|
NJ | 0.3 |
|
Gunpowder Capital Management LLC
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|
MD | 0.3 |
|
Strategent Financial LLC
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|
VA | 0.3 |
|
Langley Wealth Management LLC
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|
MS | 0.3 |
|
Hicks Capital Management LLC
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|
OH | 0.3 |
|
Wealth Advisors Network Inc
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|
NE | 0.3 |