Carolina Wealth Advisors
Firm details
- Headquarters
- Myrtle Beach, South Carolina
- CRD number
- 288837
- Registered since
- July 29, 2020
- Website
- carolinawa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.11%
- Individuals31.75%
- Corporations / Businesses2.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Carolina Wealth Advisors is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registration year: 2020) and serves both individual/family and institutional clients. Its client-facing services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage-of-AUM schedule and hourly fees. The adviser reports a preference for equity investments and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds34%
- US Government Bonds8%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$131M in ETFs
92%
$120M
4%
$11.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $19M | 388,536 | 14.47% |
Location
Myrtle Beach, SC
Horry
Location
Myrtle Beach, SC
Headquartered in Myrtle Beach, SC, anchoring the Myrtle Beach-Conway, SC-NC metro in the South.
- Metro area
- Myrtle Beach-Conway, SC-NC
- Region
- South
- County
- Horry
- Address
- 1110 London St
- Time zone
- ET (UTC-5)
- Office locations
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