| Name | Title | Ownership | Since |
|---|---|---|---|
| Walker Franklin Davidson Control | Managing Member And Chief Compliance Officer | Over 75% | 2022 |
Carolina Strategy, LLC reports $111.8 million in regulatory assets under management on its Form ADV.
Carolina Strategy, LLC reports 1 employees.
Carolina Strategy, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 980-269-9899 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $111.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $111.8M |