Carolina Wealth Advisors, LLC
● SEC registered since 2020CRD 288837SEC# 801-119040Myrtle Beach, SC
Reg. AUM
$313.4M
Employees
6
Accounts
1,591
Location
Myrtle Beach, SC
Carolina Wealth Advisors, LLC assets under management
Carolina Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Myrtle Beach, SC. The firm has been registered since 2020. It reports $313.4 million in regulatory assets under management and employs 6 people.
Carolina Wealth Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher David St. John Control | Ceo | Under 5% | 2017 |
| Christy Lee Horlacher Control | Chief Compliance Officer | Under 5% | 2017 |
| M Radcliff Lowery Cpa LLC Control | Member | 25-50% | 2017 |
| Matthew Radcliff Lowery Control | Cfo | Under 5% | 2017 |
| Rpwcm, Inc. Control | Member | 50-75% | 2017 |
| Sweet Bailey, LLC | Member | 10-25% | 2021 |
| Christopher David St. John Control | Shareholder | Over 75% | 2004 |
| Christy Lee Horlacher Control | Member | Over 75% | 2019 |
| Matthew Radcliff Lowery Control | Member | Over 75% | 2008 |
Frequently asked questions
How much does Carolina Wealth Advisors, LLC manage?
Carolina Wealth Advisors, LLC reports $313.4 million in regulatory assets under management on its Form ADV.
How many employees does Carolina Wealth Advisors, LLC have?
Carolina Wealth Advisors, LLC reports 6 employees.
Where is Carolina Wealth Advisors, LLC located?
Carolina Wealth Advisors, LLC is based in Myrtle Beach, SC and has been SEC-registered since 2020.
Does Carolina Wealth Advisors, LLC disclose fund performance?
Carolina Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1110 London Street, Suite 204, Myrtle Beach, SC 29577 |
| Phone | (843) 448-4425 |
| Fax | (843) 448-4784 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1786411 |
| Discloses disciplinary history | No |
Regulatory AUM
$313.4M▲ 5%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$313.4Mregulatory AUM
Discretionary $308.5MNon-discretionary $5M