CAROLINAS INVESTMENT CONSULTING LLC

CHARLOTTE, North Carolina·2 registered advisors·CRD# 104379
SEC# 801-601580704-643-2455
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CAROLINAS INVESTMENT CONSULTING LLC

2 registered advisors
Emerson James Iii Jones
CHARLOTTE, North Carolina
Kendrick Ware Iii Mattox
CHARLOTTE, North Carolina
CFA
05

Office Locations

CHARLOTTE, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. CAROLINAS INVESTMENT CONSULTING LLC (CRD# 104379) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.