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CARROLL INVESTORS, INC.
CRD 311180 · SEC 801-119870
1036 LANSING DR, SUITE 102, MT PLEASANT, SC, 29464, United States
Phone
843-352-4963
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.4M
Discretionary AUM
$221.4M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $12.9M |
| High net worth individuals | 48 | $208.6M |
States served
NY, NC, SC, TX
Official SEC filing: View on IAPD