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Carolina Financial Services Group
Carolina Financial Services Group, Inc. is a state-registered investment adviser in Greenville, NC. The firm manages $40 million in assets, $32 million on a...
Overview
Carolina Financial Services Group, Inc. is a state-registered investment adviser in Greenville, NC. The firm manages $40 million in assets, $32 million on a discretionary basis. It has 4 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Carolina Financial Services Group?
Investment decisions are made by individual advisors registered with the firm, as disclosed in SEC filings. The firm does not publicly name a single CIO or centralized investment committee.
How does Carolina Financial Services Group source proprietary deal flow?
The firm does not operate as a principal investor or direct deal originator. Its advisors construct portfolios using publicly available securities, such as mutual funds and ETFs, sourced through custodial broker-dealers (per SEC Form ADV).
What investment stages does Carolina Financial Services Group typically target?
The firm targets liquid public-market stages, focusing on established equities, bonds, and cash instruments suitable for retail and institutional advisory accounts. No venture or growth-stage direct investments are disclosed.
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