Investment adviser · CRD 116802

CAROLINA CAPITAL CONSULTING, INC.

Investment adviser filing (IA)

CHARLOTTE, NC, United States · Form ADV filed Feb 19, 2021

Regulatory AUM
$364M
Form ADV · Item 5.F
Client accounts
590
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals81$353,565,27397.1%
Individuals30$10,646,4432.9%
Filing source

Form ADV 1496667 · Feb 19, 2021 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

H. GIRARD NATURAL RESOURCES, LLCOther Private Fund · Last reported Jul 22, 2014$523KGross asset value
Custodian PNC BANK CHARLOTTE, North Carolina, United States Related to adviser: No
Custodian RENASANT WEALTH MANAGEMENT BIRMINGHAM, Alabama, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6375436749
Reported beneficial owners
8
Minimum commitment
$0

Form ADV 835765 · Jul 22, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

HG PHOENIX, LLCLiquidity Fund · Last reported Oct 31, 2013$0Gross asset value
Custodian RENASANT WEALTH MANAGEMENT BIRMINGHAM, Alabama, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2240127927
Reported beneficial owners
11
Minimum commitment
$0

Form ADV 764364 · Oct 31, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Feb 19, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3545 WHITEHALL PARK DRIVE, SUITE 180
CHARLOTTE, NC, 28273, United States

CRD 116802

Filing source

Form ADV 1496667 · Feb 19, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.