CAROLINA WEALTH ADVISORS
SEC RegisteredDifferent Is Distinguishing.
About the firm
Carolina Wealth Advisors is a full-service financial firm committed to helping people achieve their financial goals. They provide a comprehensive array of financial information to help clients identify their financial goals and make intelligent decisions. The firm works with both individuals and businesses and is dedicated to developing strong client relationships.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Planning for individuals with a personalized approach, and planning for businesses including guidance on diverse business challenges and achieving business goals
Who they serve
Both individuals and businesses
| 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
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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.