# CAROLINAS WEALTH CONSULTING LLC

CAROLINAS WEALTH CONSULTING LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 300003
- Type: SEC-registered investment adviser
- SEC file number: 801-60158
- Location: 5605 CARNEGIE BLVD. SUITE 400, CHARLOTTE, NC, 28209
- Phone: 704-643-2455
- Latest filing: 2025-03-26
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $313.2M
- Clients: 17
- Accounts: 2,252

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| George Harrell Edmiston | CEO, PRESIDENT,  MANAGING MEMBER | — |
| Jeanne Kelsey Fritchley | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | Charlotte, NC |
| Christopher Kevin Grogan | MEMBER, SECRETARY | — |
| GROGAN CHRISTOPHER KEVIN | MEMBER, SECRETARY | — |
| FRITCHLEY JEANNE KELSEY | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | — |
| EDMISTON GEORGE HARRELL | CEO, PRESIDENT,  MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300003/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300003/similar
- Related entities: https://search.stillhousedata.com/firm/300003/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300003

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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.