# CAROLINA FINANCIAL SERVICES GROUP, INC.

CAROLINA FINANCIAL SERVICES GROUP, INC. of GREENVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 149664
- Type: SEC-registered investment adviser
- Location: 905-B CONFERENCE DRIVE, GREENVILLE, NC, 27858
- Phone: 252-215-9095
- Latest filing: 2026-03-12
- Regulatory AUM: $40.0M
- Discretionary AUM: $32.0M
- Non-discretionary AUM: $8.0M
- Clients: 4
- Accounts: 165

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149664/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149664/similar
- Related entities: https://search.stillhousedata.com/firm/149664/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149664

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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.