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CAROLINA STRATEGY, LLC

CRD 324629 · SEC 801-132032

Visit website

NC, United States

Phone

980-269-9899

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$119.1M

Discretionary AUM

$119.1M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-08

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals21$6.0M
High net worth individuals42$113.1M
Charitable organizations1$57K

States served

NC

All web addresses on file

Official SEC filing: View on IAPD