Carofin, LLC
Firm details
- Headquarters
- Brevard, North Carolina
- CRD number
- 298717
- Registered since
- July 31, 2019
- Website
- carofin.com
Firm profile
FINTRXOverview
Carofin, LLC is organized as a limited liability company and appears in SEC records with registration dating to 2019. FINTRX lists ownership as including both a domestic entity and an individual. The firm is categorized as unclassified in the dataset and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. FINTRX also indicates Carofin does not identify as an active ESG investor.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Bruce Roberts
President and CEOCRD 1489110
Nicholas Gilmore
Chief Operating OfficerCRD 5181593
Contacts
3 of 6
Gary Saykaly
Managing DirectorCRD 7858243
Garrick Ruiz
Managing DirectorCRD 5584980
Joshua S. Star
CRD 3244678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brevard, NC
Transylvania
Location
Brevard, NC
Headquartered in Brevard, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- Transylvania
- Address
- 100 Elks Club Rd
- Time zone
- ET (UTC-5)
- Office locations
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