# Carolina Financial Advisors

Carolina Financial Advisors is a Bank / Wealth / Trust based in Greensboro, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greensboro, United States
- **Region:** North America
- **Address:** Greensboro, NC, United States
- **Founded:** 1981
- **Assets under management:** Undisclosed
- **Website:** carolinafinancialadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/carolina-financial-advisors-inc

## Regulatory record

- **CRD number:** 118823
- **SEC file number:** 801-120773
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-14T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118823

## About

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.

## 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.

## Related profiles

- [Carolina Angel Network](https://altss.com/profile/carolina-angel-network)
- [Carolina Opportunity Funds](https://altss.com/profile/carolina-opportunity-funds)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/carolina-financial-advisors

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