RIA Intel›Advisers›North Carolina›INTERCAROLINA FINANCIAL SERVICES, INC.

INTERCAROLINA FINANCIAL SERVICES, INC.

Advisory

N·GREENSBORO, NC

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM
$85M
1-Year AUM Growth
+29.1%
3-Year CAGR
+7.4%
Employees
9
Assets Under Management
Total AUM$85M
Discretionary AUM$11M
Non-Discretionary AUM$74M
Discretionary %12.7%
Total Clients381
Team
Total Employees9
Investment Advisers29
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingMar 10, 2020
Latest FilingApr 30, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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