CAROLINAS WEALTH CONSULTING LLC

CHARLOTTE, North Carolina·3 registered advisors·CRD# 300003
SEC# 801-601580704-643-2455
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
3
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 WEALTH CONSULTING LLC

3 registered advisors
Christopher Kevin Grogan
CHARLOTTE, North Carolina
George Harrell Edmiston
CHARLOTTE, North Carolina
Jeanne Kelsey Fritchley
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. CAROLINAS WEALTH CONSULTING LLC (CRD# 300003) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.