Carolina Qualified Retirement Plan Advisers, LLC
● SEC registered since 2020CRD 171534SEC# 801-119139
Reg. AUM
$443.9M
Employees
1
Accounts
52
Location
—
Carolina Qualified Retirement Plan Advisers, LLC assets under management
Carolina Qualified Retirement Plan Advisers, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2020. It reports $443.9 million in regulatory assets under management and employs 1 people.
Carolina Qualified Retirement Plan Advisers, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eugene William Sanders Control | Principal And Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Carolina Qualified Retirement Plan Advisers, LLC manage?
Carolina Qualified Retirement Plan Advisers, LLC reports $443.9 million in regulatory assets under management on its Form ADV.
How many employees does Carolina Qualified Retirement Plan Advisers, LLC have?
Carolina Qualified Retirement Plan Advisers, LLC reports 1 employees.
Does Carolina Qualified Retirement Plan Advisers, LLC disclose fund performance?
Carolina Qualified Retirement Plan Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 843-209-9230 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$443.9M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$443.9Mregulatory AUM
Discretionary $390.7MNon-discretionary $53.2M