Updated:
Carolina Financial Advisors
Carolina Financial Advisors was established in 1981 as a registered investment adviser. The firm delivers investment advisory services focused on portfolio...
Overview
Carolina Financial Advisors was established in 1981 as a registered investment adviser. The firm delivers investment advisory services focused on portfolio management and financial planning. It maintains a conventional wealth-management posture with no disclosed fund vehicles or named co-investors. No team size, additional offices, or dated operational events from the last 24 months are recorded. The firm operates as a conventional RIA without disclosed structural features that differentiate it from peer advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1981
Location
Region
North America
Country
United States
City
Greensboro
Corporate office
Greensboro, NC, United States
Frequently asked questions
Who runs investment decisions at Carolina Financial Advisors?
No named principals or CIO appear in available records.
Does Carolina Financial Advisors participate in fund commitments or only direct deals?
Available information shows only advisory services to individuals and trusts.
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