Intercarolina Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated April 30, 2026, reports $85M in regulatory assets under management, 29 employees, 9 offices, and 271 accounts.
Assets Under Management
$85M
Employees
29
Offices
9 offices
Total Clients
271
Primary office
GREENSBORO, NC
3300 BATTLEGROUND AVENUE, SUITE 202, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.2% of total clients.
Top client categories% of clientsClients
1
Individuals
95.2%
258
2
HNWI
4.8%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$85Mas of April 30, 2026
Discretionary12.7%
$11M
13% of total RAUM12.7%
Non-discretionary87.3%
$74M
87% of total RAUM87.3%
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.
Latest AUM$85M
Total Accounts271
10Y AUM Change$-22M (-20.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees29
Clients per Employee9:1
10Y Employee Change+17 (+141.7%)
* 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.