# Carolina Planning Group

Carolina Planning Group is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://carolinaplanning.com

## Regulatory record

- **CRD number:** 146168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146168

## About

Carolina Planning Group LLC is a state-registered investment adviser in Beaufort, SC. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Which sectors does Carolina Planning Group explicitly avoid?

No exclusions are documented publicly for Carolina Planning Group. Sector allocation decisions are not disclosed.

## Related profiles

- [Szafran Capital Management](https://altss.com/profile/szafran-capital-management-llc)
- [Riverfront Investment Group](https://altss.com/profile/riverfront-investment-group-llc)

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

Canonical page: https://altss.com/profile/carolina-planning-group-llc

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