# CAROLINAS INVESTMENT CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 104379
- Type: SEC-registered investment adviser
- SEC file number: 801-60158
- Location: 5605 CARNEGIE BOULEVARD, SUITE 400, CHARLOTTE, NC, 28209
- Phone: 704-643-2455
- Latest filing: 2019-03-29
- Regulatory AUM: $1.5B
- Discretionary AUM: $381.9M
- Non-discretionary AUM: $1.1B
- Clients: 25
- Accounts: 693

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| EDMISTON GEORGE HARRELL JR | CEO, PRESIDENT, CFO, CCO, FINOP, MANAGING MEMBER, MUNICIPAL PRINCIPAL; CEO, PRESIDENT, CFO, FINOP, MANAGING MEMBER; CEO, PRESIDENT, CFO, FINOP, MANAGING MEMBER, CHIEF COMPLIANCE OFFICER, MUNICIPAL PRINCIPAL (+7 more) | — |
| KELSEY JEANNE MARIE | PRINCIPAL, MEMBER; SECRETARY; SECRETARY, PRINCIPAL (+1 more) | — |
| GROGAN CHRISTOPHER KEVIN | MEMBER; MEMBER, SECRETARY (8/09); MEMBER, SECRETARY (8/09), CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MATTOX KENDRICK WARE III | MEMBER | — |
| KISS EDWARD MARIO | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, ROSFP, MUNICIPAL PRINCIPAL; CHIEF COMPLIANCE OFFICER, SROP, CROP, MUNICIPAL PRINCIPAL | — |
| BRACY BENJAMIN FRANKLIN III | MUNICIPAL PRINCIPAL | — |
| COLOMBO DOUGLAS | FINOP | — |
| PERKINS PATRICIA ELIZABETH | FINOP | — |
| FRITCHLEY JEANNE KELSEY | PRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; PRINCIPAL, MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, ROSFP; PRINCIPAL, MEMBER, ROSFP (+2 more) | — |
| JONES JAMES FLOYD III | ROSFP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104379/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104379/similar
- Related entities: https://search.stillhousedata.com/firm/104379/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104379

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.