RIA Intel›Advisers›North Carolina›CAROLINAS INVESTMENT CONSULTING LLC

CAROLINAS INVESTMENT CONSULTING LLC

Advisory

N·CHARLOTTE, NC

Data as of Mar 29, 2019 · Source: SEC Form ADV

Total AUM

$1.5B

1-Year AUM Growth

+4.9%

3-Year CAGR

+11.9%

Employees

18

Assets Under Management

Total AUM$1.5B

Discretionary AUM$382M

Non-Discretionary AUM$1.1B

Discretionary %25.6%

Total Clients—

Team

Total Employees18

Investment Advisers25

Employee Growth (1Y)—

Filing History

Total Filings on Record46

First FilingMar 30, 2001

Latest FilingMar 29, 2019

🔒 Full AUM trend chart and 46 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CAROLINAS INVESTMENT CONSULTING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.