Carolina Strategy, LLC
● SEC registered since 2025CRD 324629SEC# 801-132032
Reg. AUM
$119.1M
Employees
1
Accounts
182
Location
—
Carolina Strategy, LLC assets under management
Carolina Strategy, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $119.1 million in regulatory assets under management and employs 1 people.
Carolina Strategy, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Walker Franklin Davidson Control | Managing Member And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Carolina Strategy, LLC manage?
Carolina Strategy, LLC reports $119.1 million in regulatory assets under management on its Form ADV.
How many employees does Carolina Strategy, LLC have?
Carolina Strategy, LLC reports 1 employees.
Does Carolina Strategy, LLC disclose fund performance?
Carolina Strategy, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 980-269-9899 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119.1M▲ 7%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$119.1Mregulatory AUM
Discretionary $119.1M