CAROLINA FINANCIAL ADVISORS, INC.
SEC Form ADV profile.
Total regulatory AUM
$240,885,264
Discretionary
$223,474,576
Non-discretionary
$17,410,688
Firm details
- CRD number
- 118823
- SEC file number
- 801-120773
- Main office
- GREENSBORO, NC, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.