CAROLINA STRATEGY, LLC

CAROLINA STRATEGY, LLC is an SEC-registered investment adviser (CRD 324629). Regulatory assets under management: $119.1M.

Registration

• CRD: 324629
• SEC file number: 801-132032
• Type: Registered investment adviser
• Phone: 980-269-9899
• Latest filing: 2026-01-08
• Regulatory AUM: $119.1M
• Discretionary AUM: $119.1M
• Clients: 1
• Accounts: 182

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 324629 on SEC IAPD (source of record)
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