CW
CAROLINA WEALTH ADVISORS
SEC RegisteredMYRTLE BEACH, SChttps://carolinawa.com(843) 448-4425
Assets Under Management
$100M–$500M
Employees
6
Office Locations
1 office
Total Accounts
1591
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 459 | $100M |
| High Net Worth Individuals | 128 | $207M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Christy Lee Horlacher
CHIEF COMPLIANCE OFFICER
Matthew Radcliff Lowery
CFO
Christopher David St. John
CEO
M Radcliff Lowery Cpa Llc
MEMBER
Inc. Rpwcm
MEMBER
Matthew Radcliff Lowery
MEMBER
Christopher David St. John
SHAREHOLDER
Office locations
1 office in 1 state
SC
MYRTLE BEACHHQ
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
CRD number
#288837
SEC Number
801-119040
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
carolinawa.comPhone
(843) 448-4425Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAROLINA WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.