CAROLINA FINANCIAL SERVICES GROUP, INC.

Overview

Carolina Financial Services Group, Inc. is an individual-owned advisory firm focused on serving individual and family clients through portfolio management and selection of sub‑advisers. The firm emphasizes equity exposure as its primary allocation—both through exchange‑traded instruments and direct holdings—and runs a mix of discretionary and non‑discretionary mandates. Fee arrangements include percentage‑of‑assets billing alongside other fee types, and the firm operates with a compact client base that favors hands‑on management and adviser selection when third‑party managers are appropriate. Investment activity centers on equity-first strategies, with the firm demonstrating a clear preference for exchange‑traded equities as the foundation of client portfolios. The adviser also integrates third‑party strategies and products where they add value, which aligns with their stated activity of selecting other advisers. Carolina Financial Services Group, Inc. is not identified as an active ESG investor and is structured to serve clients primarily within a limited geographic footprint rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices