RIA Intel›Advisers›North Carolina›CAROLINA WEALTH STEWARDS, LLC

CAROLINA WEALTH STEWARDS, LLC

Advisory

NC

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in NC

#436

of 516 advisers by AUM

Average account

$174K

across 484 accounts

AUM per adviser

$84M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$84M

Discretionary AUM$84M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients213

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

213 clients

20 high-net-worth

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

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Advisers of similar size in NC

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

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INTERCAROLINA FINANCIAL SERVICES, INC.

$85M

CRUTCHFIELD ADVISORS, INC

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