Carolina Planning Group LLC

Overview

Carolina Planning Group LLC is a small, individual‑owned advisory firm that manages portfolios for individuals, families and small businesses. The firm operates on a percentage‑of‑AUM fee model and also functions as an insurance broker, which suggests it combines investment management with insurance planning and product placement. Its stated investment practice centers on pooled public funds as the core building blocks of client portfolios, with selective use of third‑party alternative managers to add diversification and specialized exposures. The adviser runs client mandates on a discretionary basis, preferring established mutual fund vehicles for core equity and fixed‑income exposure while allocating a portion of assets to alternatives — including hedge funds, real estate, commodities and oil & gas — through external managers. Carolina Planning Group does not position itself as an ESG investor and appears focused on conventional wealth management outcomes for a modest client base rather than institutional or multi‑state business growth.

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Investments & Alternatives

Location & Offices