Investment adviser · CRD 288837
CAROLINA WEALTH ADVISORS
Investment adviser filing (IA)
CAROLINA WEALTH ADVISORS, LLC
MYRTLE BEACH, SC, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $313M Form ADV · Item 5.F
- Client accounts
- 1,591 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 128 | $207,199,809 | 66.1% |
| Individuals | 459 | $99,507,401 | 31.7% |
| Corporations & businesses | 9 | $6,706,055 | 2.1% |
| Charities | Fewer than 5 | $1,818 | 0.0% |
Filing source
Form ADV 2079816 · Mar 25, 2026 · 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
1110 LONDON STREET, SUITE 204MYRTLE BEACH, SC, 29577, United States
CRD 288837
Filing source
Form ADV 2079816 · Mar 25, 2026 · 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.