Carolinas Wealth Consulting LLC
CRD 300003SEC# 801-60158Charlotte, NC
No longer SEC-registered. Carolinas Wealth Consulting LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.45B
Employees
17
Accounts
2,252
Location
Charlotte, NC
Carolinas Wealth Consulting LLC assets under management
Carolinas Wealth Consulting LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. It reports $1.5 billion in regulatory assets under management and employs 17 people.
Carolinas Wealth Consulting LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Kevin Grogan Control | Member, Secretary | Under 5% | 2019 |
| George Harrell Edmiston Control | Ceo, President, Managing Member | Over 75% | 2019 |
| Jeanne Kelsey Fritchley Control | Member, Chief Compliance Officer, Chief Operating Officer | Under 5% | 2019 |
Frequently asked questions
How much does Carolinas Wealth Consulting LLC manage?
Carolinas Wealth Consulting LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Carolinas Wealth Consulting LLC have?
Carolinas Wealth Consulting LLC reports 17 employees.
Where is Carolinas Wealth Consulting LLC located?
Carolinas Wealth Consulting LLC is based in Charlotte, NC.
Does Carolinas Wealth Consulting LLC disclose fund performance?
Carolinas Wealth Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5605 Carnegie Blvd. Suite 400, Charlotte, NC 28209 |
| Office hours | 8:30a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$1.45B▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.45Bregulatory AUM
Discretionary $1.14BNon-discretionary $313.2M