Carolina Qualified Retirement Plan Advisers, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 11, 2026, reports $444M in regulatory assets under management, 1 employee, and 52 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 84.4% of total clients.
Top client categories% of clientsClients
1
Pension Plans
84.4%
38
2
Individuals
15.6%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$444Mas of February 11, 2026
Discretionary88.0%
$391M
88% of total RAUM88.0%
Non-discretionary12.0%
$53M
12% of total RAUM12.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$444M
Total Accounts52
10Y AUM Change+$200M (+81.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.