RIA Intel›Advisers›South Carolina›CAROLINA PLANNING GROUP LLC

CAROLINA PLANNING GROUP LLC

Advisory

SC

Data as of Mar 27, 2025 · Source: SEC Form ADV

Average account

$321K

across 77 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2025.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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ATLANTIC CAPITAL INVESTMENTS, LLC

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CAROLOPOLIS FIDUCIARY COUNSEL, INC.

$25M

ASCENSION WEALTH ADVISORS, LLC

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$25M

CAPITAL WEALTH GROUP LLC

$24M

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