RIA Intel›Advisers›North Carolina›CARRINGTON FINANCIAL PLANNING, LLC

CARRINGTON FINANCIAL PLANNING, LLC

Advisory

NC

Data as of Jan 16, 2026 · Source: SEC Form ADV

Average account
$357K
across 55 accounts
AUM per adviser
$20M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 16, 2026.

Total AUM
$20M
Discretionary %
9.5%
Clients
30
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$20M
Discretionary AUM$2M
Non-Discretionary AUM$18M
Discretionary %9.5%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In8 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

INTEGRATED INVESTMENTS, INC.
CORNELIUS, NC
$20M
ANDY MILLARD ADVISORY, LLC
$20M
FRYAR FINANCIAL, LLC
DURHAM, NC
$19M
ADTIGO INVESTMENT ADVISORS, LLC
$20M
JPFG WEALTH MANAGEMENT, L.L.C.
CHARLOTTE, NC
$19M
MICHELANGELO PARTNERS, LLC
$19M

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