Intercarolina Financial Services, Inc.
● SEC registered since 2021CRD 19475SEC# 801-121339Greensboro, NC
Reg. AUM
$85.4M
Employees
29
Accounts
271
Location
Greensboro, NC
Intercarolina Financial Services, Inc. assets under management
Intercarolina Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Greensboro, NC. The firm has been registered since 2021. It reports $85.4 million in regulatory assets under management and employs 29 people.
Intercarolina Financial Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Eugene Navolanic Control | President/Fin Op | 50-75% | 1987 |
| Marcus Dale Kindley Control | Chief Compliance Officer/Vice President | 25-50% | 1987 |
Frequently asked questions
How much does Intercarolina Financial Services, Inc. manage?
Intercarolina Financial Services, Inc. reports $85.4 million in regulatory assets under management on its Form ADV.
How many employees does Intercarolina Financial Services, Inc. have?
Intercarolina Financial Services, Inc. reports 29 employees.
Where is Intercarolina Financial Services, Inc. located?
Intercarolina Financial Services, Inc. is based in Greensboro, NC and has been SEC-registered since 2021.
Does Intercarolina Financial Services, Inc. disclose fund performance?
Intercarolina Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3300 Battleground Avenue, Suite 202, Greensboro, NC 27410 |
| Phone | 336-288-6890 |
| Fax | 336-545-1971 |
| Office hours | 9:00a.m.To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 811230 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$85.4M▼ 35%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$85.4Mregulatory AUM
Discretionary $10.9MNon-discretionary $74.5M