MYRTLE BEACH, SCCRD 288837Latest ADV March 25, 2026
Carolina Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Myrtle Beach, SC. Its latest Form ADV filing, dated March 25, 2026, reports $313M in regulatory assets under management, 6 employees, and 1,591 accounts.
Assets Under Management
$313M
Employees
6
Offices
--
Total Clients
596
Primary office
MYRTLE BEACH, SC
1110 LONDON STREET, SUITE 204, MYRTLE BEACH, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.0% of total clients.
Top client categories% of clientsClients
1
Individuals
77.0%
459
2
HNWI
21.5%
128
3
Corporations
1.5%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$313Mas of March 25, 2026
Discretionary98.4%
$308M
98% of total RAUM98.4%
Non-discretionary1.6%
$5M
2% of total RAUM1.6%
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$313M
Total Accounts1,591
10Y AUM Change+$198M (+170.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee99:1
10Y Employee Change+1 (+20.0%)
* 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.