# Carolina Qualified Retirement Plan Advisers, LLC

Carolina Qualified Retirement Plan Advisers, LLC is a RIA based in Charlotte, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171534
- **SEC file number:** 801-119139
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171534

## About

CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC is an SEC-registered investment adviser since 2020. The firm manages $444 million in assets, with $391 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who leads the firm?

No named principals or executives are available in public records. The firm has no identifiable leadership on its SEC filing or other public sources.

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

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