|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Carolinas Wealth Consulting LLC
✚
|
|
|---|---|
| CRD # | 300003 |
| SEC # | 801-60158 |
| CIK # | 0001803425 |
| AUM | $1.5 B (2025-03-26) |
| Employees | 18 (61% Investors, 61% Brokers) |
| Phone | 704-643-2455 |
| Address | 5605 Carnegie Blvd Suite 400 Charlotte, NC 28209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 85.8 |
| (b) Individuals (high net worth individuals) | 284 | 1,116.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.7 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 120.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,873 | 1,335.6 |
| By Discretionary | ||
| Discretionary | 1,476 | 1,031.8 |
| Non-Discretionary | 397 | 303.8 |
| Total | 1,873 | 1,335.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,335.6 | |
| Total | 1,873 | 1,335.6 |
| Limited Partners | 2011 - 2025 |
|---|---|
| North Carolina Retirement Services |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803425] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KLCM Advisors Inc
✚
|
WI | 1.5 |
|
Argent Advisors Inc
✚
|
LA | 1.5 |
|
Naviter Wealth LLC
✚
|
AR | 1.5 |
|
Bitterroot Capital Advisors LLC
✚
|
MT | 1.5 |
|
Auxano Advisors LLC
✚
|
WA | 1.5 |
|
CRA Financial Services LLC
✚
|
NJ | 1.5 |
|
Global Strategic Investment Solutions LLC
✚
|
AZ | 1.4 |
|
Virtus Fund Advisers LLC
✚
|
CT | 1.4 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.4 |
|
Cannon Financial Strategists Inc
✚
|
GA | 1.4 |