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Carolina Wealth Advisors, LLC

● SEC registered since 2020CRD 288837SEC# 801-119040Myrtle Beach, SC
Export (members)
Reg. AUM
$297.7M
Employees
6
Accounts
1,382
Location
Myrtle Beach, SC

Carolina Wealth Advisors, LLC assets under management

Carolina Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Myrtle Beach, SC. The firm has been registered since 2020. It reports $297.7 million in regulatory assets under management and employs 6 people.
carolinawa.comView on SEC.gov ↗

Carolina Wealth Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Christopher David St. John ControlCeoUnder 5%2017
Christy Lee Horlacher ControlChief Compliance OfficerUnder 5%2017
M Radcliff Lowery Cpa LLC ControlMember25-50%2017
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Frequently asked questions

How much does Carolina Wealth Advisors, LLC manage?

Carolina Wealth Advisors, LLC reports $297.7 million in regulatory assets under management on its Form ADV.

How many employees does Carolina Wealth Advisors, LLC have?

Carolina Wealth Advisors, LLC reports 6 employees.

Where is Carolina Wealth Advisors, LLC located?

Carolina Wealth Advisors, LLC is based in Myrtle Beach, SC and has been SEC-registered since 2020.

Does Carolina Wealth Advisors, LLC disclose fund performance?

Carolina Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1110 London Street, Suite 204, Myrtle Beach, SC 29577
Phone(843) 448-4425
Fax(843) 448-4784
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1786411
Discloses disciplinary historyNo

Assets under management

Discretionary$293.8M
Non-discretionary$3.9M
Total (RAUM)$297.7M