CAROLINA WEALTH ADVISORS

1110 London Street
Suite 204
Myrtle Beach, South Carolina 29577
Tel: (843) 448-4425

About CAROLINA WEALTH ADVISORS

CAROLINA WEALTH ADVISORS, formally registered with the SEC as CAROLINA WEALTH ADVISORS. The firm was established in 07/29/2020. They have over 1 offices throughout the country.

CAROLINA WEALTH ADVISORS is a Myrtle Beach, South Carolina based Financial Planning firm with nearly $278,211,748 assets under management, offering retirement planning & investment advisory services to 1382 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288837
SEC#	801-119040
Assets Managed by Firm	$278,211,748
No. of Clients	1382
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1382	$278,211,748
Individuals (other than high net worth individuals)	421	$102,425,978
High net worth individuals	107	$170,795,718
Corporations or other businesses	9	$4,990,052

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LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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