CAROLINA FINANCIAL SERVICES GROUP, INC.

CAROLINA FINANCIAL SERVICES GROUP, INC. of GREENVILLE, NC is an SEC-registered investment adviser (CRD 149664). Regulatory assets under management: $40.0M.

Registration

• CRD: 149664
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149664 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search