CAROLINA WEALTH ADVISORS, LLC

CAROLINA WEALTH ADVISORS, LLC of MYRTLE BEACH, SC is an SEC-registered investment adviser (CRD 288837). Regulatory assets under management: $313.4M.

Registration

• CRD: 288837
• SEC file number: 801-119040
• Type: Registered investment adviser
• Location: 1110 LONDON STREET, SUITE 204, MYRTLE BEACH, SC, 29577
• Phone: (843) 448-4425
• Latest filing: 2026-03-25
• Regulatory AUM: $313.4M
• Discretionary AUM: $308.5M
• Non-discretionary AUM: $5.0M
• Clients: 6
• Accounts: 1,591

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288837 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search