CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC

CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC is an SEC-registered investment adviser (CRD 171534). Regulatory assets under management: $443.9M.

Registration

• CRD: 171534
• SEC file number: 801-119139
• Type: Registered investment adviser
• Phone: 843-209-9230
• Latest filing: 2026-02-11
• Regulatory AUM: $443.9M
• Discretionary AUM: $390.7M
• Non-discretionary AUM: $53.2M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171534 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search