CARROLL INVESTORS, INC.

CARROLL INVESTORS, INC. of MT PLEASANT, SC is an SEC-registered investment adviser (CRD 311180). Regulatory assets under management: $221.4M.

Registration

• CRD: 311180
• SEC file number: 801-119870
• Type: Registered investment adviser
• Location: 1036 LANSING DR, SUITE 102, MT PLEASANT, SC, 29464
• Phone: 843-352-4963
• Latest filing: 2026-03-19
• Regulatory AUM: $221.4M
• Discretionary AUM: $221.4M
• Clients: 3
• Accounts: 298

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311180 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search