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| Keyboard |
| Carolina Wealth Management Inc
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|---|---|
| CRD # | 131393 |
| SEC # | 801-63091 |
| CIK # | |
| AUM | 798.5 M (2026-04-27) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 252-439-1344 |
| Address | 1706A East Arlington Blvd Greenville, NC 27858 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 443 | 129.8 |
| (b) Individuals (high net worth individuals) | 144 | 445.6 |
| (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 | 42 | 201.0 |
| (h) Charitable organizations | 9 | 4.1 |
| (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 | 8 | 18.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,494 | 798.5 |
| By Discretionary | ||
| Discretionary | 1,411 | 583.8 |
| Non-Discretionary | 83 | 214.6 |
| Total | 1,494 | 798.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 798.5 | |
| Total | 1,494 | 798.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
NorthStar Asset Management Inc
✚
|
MA | 805.9 M |
|
CIM LLC
✚
|
NY | 804.3 M |
|
Francis Financial Inc
✚
|
NY | 803.2 M |
|
PSI Advisors LLC
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|
FL | 800.9 M |
|
Spectrum Financial Alliance Ltd LLC
✚
|
KY | 800.5 M |
|
Compton Wealth Advisory Group LLC
✚
|
VA | 800.3 M |
|
McRae Capital Management Inc
✚
|
NJ | 795.0 M |
|
Q3 Asset Management Corporation
✚
|
MI | 794.7 M |
|
BEAU Ventures LLC
✚
|
792.7 M | |
|
Westhill Financial Advisors Inc
✚
|
CA | 789.4 M |