CAROLINA PLANNING GROUP LLC

CAROLINA PLANNING GROUP LLC is an SEC-registered investment adviser (CRD 146168). Regulatory assets under management: $24.7M.

Registration

• CRD: 146168
• Type: Registered investment adviser
• Phone: 843-379-3411
• Latest filing: 2025-03-27
• Regulatory AUM: $24.7M
• Discretionary AUM: $24.7M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146168 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search