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CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC

CRD 171534 · SEC 801-119139

Visit website

SC, United States

Phone

843-209-9230

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$443.9M

Discretionary AUM

$390.7M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals7$10.0M
Pension/profit sharing plans38$433.9M

States served

SC

All web addresses on file

Official SEC filing: View on IAPD