Carolina Wealth Advisors
Firm details
- Headquarters
- Myrtle Beach, South Carolina
- CRD number
- 288837
- Registered since
- July 29, 2020
- Website
- carolinawa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.11%
- Individuals31.75%
- Corporations / Businesses2.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Carolina Wealth Advisors is an independent registered investment adviser that came under SEC registration in 2020. The firm operates as an LLC and serves both individual and family clients as well as institutional relationships. Its advisory services are anchored in financial planning, discretionary portfolio management for individuals and small businesses, and listed pension consulting services; regulatory data also indicates the firm is not designated as a pension consultant. Fee arrangements include percentage-of-AUM billing alongside hourly charges. The firm does not identify as a capital allocator and is not an active ESG investor. Industry affiliations include relationships with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds34%
- US Government Bonds8%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Christy Horlacher
Chief Compliance OfficerCRD 6068460
Contacts
3 of 3
Charles Wiggins
Registered RepresentativeCRD 8062140
Matthew Lowery
Partner, Investment Advisor RepresentativeCRD 5141483
Christopher St. John
Investment Adviser RepresentativeCRD 4357665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$126M in ETFs
91%
$115M
4%
$11.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB LONG-TERM US TREASURY ETF (SCHQ) | Schwab | Passive | Long Government | $18.1M | 579,543 | 14.37% |
Location
Myrtle Beach, SC
Horry
Location
Myrtle Beach, SC
Headquartered in Myrtle Beach, SC, anchoring the Myrtle Beach-Conway, SC-NC metro in the South.
- Metro area
- Myrtle Beach-Conway, SC-NC
- Region
- South
- County
- Horry
- Address
- 1110 London St
- Time zone
- ET (UTC-5)
- Office locations
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