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CAROLINA WEALTH ADVISORS, LLC

Doing business as CAROLINA WEALTH ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$313,415,083
Discretionary
$308,452,903
Non-discretionary
$4,962,180

Firm details

CRD number
288837
SEC file number
801-119040
Main office
MYRTLE BEACH, SC, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.