Carolina Wealth Advisors
Carolina Wealth Advisors is an SEC-registered mass-market adviser in Myrtle Beach, SC with $313.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Carolina Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288837, SEC 801-119040, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $313.4M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Myrtle Beach, SC
- Employees
- 6
- Clients
- 596
- CRD
- 288837
- Ownership
- HORLACHER, CHRISTY, LEE; ST. JOHN, CHRISTOPHER, DAVID; M RADCLIFF LOWERY CPA LLC; RPWCM, INC.; LOWERY, MATTHEW, RADCLIFF
How much AUM does Carolina Wealth Advisors have?
Carolina Wealth Advisors reported $313.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Carolina Wealth Advisors?
Disclosed owners and executives of Carolina Wealth Advisors include HORLACHER, CHRISTY, LEE, ST. JOHN, CHRISTOPHER, DAVID, M RADCLIFF LOWERY CPA LLC, RPWCM, INC., LOWERY, MATTHEW, RADCLIFF. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.