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Carolinas Wealth Consulting LLC

CRD 300003SEC# 801-60158Charlotte, NC
Export (members)
No longer SEC-registered. Carolinas Wealth Consulting LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.34B
Employees
18
Accounts
1,873
Location
Charlotte, NC

Carolinas Wealth Consulting LLC assets under management

Carolinas Wealth Consulting LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. It reports $1.3 billion in regulatory assets under management and employs 18 people.
View on SEC.gov ↗

Carolinas Wealth Consulting LLC owners & executives

3 reported
NameTitleOwnershipSince
Christopher Kevin Grogan ControlMember, SecretaryUnder 5%2019
George Harrell Edmiston ControlCeo, President, Managing MemberOver 75%2019
Jeanne Kelsey Fritchley ControlMember, Chief Compliance Officer, Chief Operating OfficerUnder 5%2019

Frequently asked questions

How much does Carolinas Wealth Consulting LLC manage?

Carolinas Wealth Consulting LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Carolinas Wealth Consulting LLC have?

Carolinas Wealth Consulting LLC reports 18 employees.

Where is Carolinas Wealth Consulting LLC located?

Carolinas Wealth Consulting LLC is based in Charlotte, NC.

Does Carolinas Wealth Consulting LLC disclose fund performance?

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

Contact & registration

Address5605 Carnegie Blvd. Suite 400, Charlotte, NC 28209
Office hours8:30a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.03B
Non-discretionary$303.8M
Total (RAUM)$1.34B