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| Carolinas Wealth Consulting LLC
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| |
|---|---|
| CRD # | 300003 |
| SEC # | 801-60158 |
| CIK # | 0001803425 |
| AUM | $1.3 BB (2024-03-28) |
| Employees | 18 (61% Investors, 61% Brokers) |
| Phone | 704-643-2455 |
| Address | 5605 Carnegie Blvd Suite 400 Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 19.1 | |
| MSFT | 1,918,222.4 | 14.1 | |
| META | 434,852.0 | 7.6 | |
| AMZN | 1,092,997.8 | 7.1 | |
| PNFP | 5,528.8 | 6.6 | |
| GOOG | 1,482,566.4 | 5.7 | |
| GOOGL | 1,475,138.5 | 5.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 85.8 |
| (b) Individuals (high net worth individuals) | 284 | 1,116.9 |
| (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 | 11.7 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 11 | 120.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,873 | 1,335.6 |
| By Discretionary | ||
| Discretionary | 1,476 | 1,031.8 |
| Non-Discretionary | 397 | 303.8 |
| Total | 1,873 | 1,335.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,335.6 | |
| Total | 1,873 | 1,335.6 |
| Limited Partners | 2011 - 2024 |
|---|---|
| North Carolina Retirement Services |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803425] |
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|---|---|---|
|
Cannon Financial Strategists Inc
✚
|
GA | 1.3 |
|
Waddell & Associates LLC
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|
TN | 1.3 |
|
SLOY Dahl & Holst LLC
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WA | 1.3 |
|
Marco Investment Management LLC
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GA | 1.3 |
|
SNS Financial Group LLC
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MN | 1.3 |
|
Tritonpoint Wealth LLC
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MD | 1.3 |
|
The Hoerner Planning Group LLC
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|
VA | 1.3 |
|
Fiduciary Wealth Partners LLC
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|
MA | 1.3 |
|
Fourthought Financial Partners LLC
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|
FL | 1.3 |
|
NBT Capital Management Inc
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NY | 1.3 |