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CAROLINA FINANCIAL ADVISORY, INC.

CRD 118870

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217 PROVIDENCE ROAD, CHAPEL HILL, NC, 27514, United States

Phone

919-929-0268

Fax

919-493-9069

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 75 broker-dealer reps

Clients

51-100

Fees

Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

All web addresses on file

Official SEC filing: View on IAPD