Carolina Financial Advisors, Inc.
Carolina Financial Advisors, Inc. is an SEC-registered mass-market adviser in Greensboro, NC with $240.9M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Carolina Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118823, SEC 801-120773, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $240.9M (2026-05-27)
- Firm type
- Mass-Market Adviser
- Location
- Greensboro, NC
- Employees
- 7
- Clients
- 474
- CRD
- 118823
- Ownership
- NEISLER, JESSICA, ANN; JONES, CHRISTOPHER, WICK; COMMON, JESSICA, ANN
How much AUM does Carolina Financial Advisors, Inc. have?
Carolina Financial Advisors, Inc. reported $240.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Carolina Financial Advisors, Inc.?
Disclosed owners and executives of Carolina Financial Advisors, Inc. include NEISLER, JESSICA, ANN, JONES, CHRISTOPHER, WICK, COMMON, JESSICA, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.