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 has been SEC-registered since 2019. Ownership is listed as a combination of a domestic entity and an individual. The firm is recorded as "Unclassified" in the dataset and is not identified as a capital allocator. The firm is not marked as an active ESG investor, is not a multi-state adviser per the available data, and is not recorded as a pension consultant or related adviser. The dataset does not provide details about its advisory activities, client focus, or fee structure.
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 2BRUCE ROBERTS
President and CEOCRD 1489110
NICHOLAS GILMORE
Chief Operating OfficerCRD 5181593
Contacts
3 of 6Gary 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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