Investment adviser · CRD 19475
INTERCAROLINA FINANCIAL SERVICES, INC.
Investment adviser filing (IA)
GREENSBORO, NC, United States · Form ADV filed Sep 30, 2026
- Regulatory AUM
- $85.4M Form ADV · Item 5.F
- Client accounts
- 271 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 9 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 |
|---|---|---|---|
| Individuals | 258 | $74,490,000 | 87.3% |
| High-net-worth individuals | 13 | $10,880,900 | 12.7% |
Filing source
Form ADV 2135569 · Sep 30, 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: Sep 30, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
3300 BATTLEGROUND AVENUE, SUITE 202GREENSBORO, NC, 27410, United States
CRD 19475
Filing source
Form ADV 2135569 · Sep 30, 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.