CAROLINAS WEALTH CONSULTING LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 300003). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| 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 | — |