CAROLINA STRATEGY, LLC
SEC Form ADV profile.
Total regulatory AUM
$119,089,787
Discretionary
$119,089,787
Non-discretionary
$0
Firm details
- CRD number
- 324629
- SEC file number
- 801-132032
- Employees
- 1
- SEC status
- Approved
- Website
- https://carolinastrategy.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.