# CAROLINA FINANCIAL ADVISORS, INC.

CAROLINA FINANCIAL ADVISORS, INC. of GREENSBORO, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118823
- Type: SEC-registered investment adviser
- SEC file number: 801-120773
- Location: 100 EAST LAKE DR., SUITE 100, GREENSBORO, NC, 27403
- Phone: 336-333-0176
- Latest filing: 2026-05-27
- Regulatory AUM: $240.9M
- Discretionary AUM: $223.5M
- Non-discretionary AUM: $17.4M
- Clients: 7
- Accounts: 1,226

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Wick Jones | PRESIDENT | — |
| Jessica Ann Neisler | CHIEF COMPLIANCE OFFICER | — |
| JONES CHRISTOPHER WICK | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| COMMON JESSICA ANN | CHIEF COMPLIANCE OFFICER | — |
| NEISLER JESSICA ANN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118823/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118823/similar
- Related entities: https://search.stillhousedata.com/firm/118823/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118823

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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.