SEC Form ADV

CAROLINA FINANCIAL ADVISORS, INC.

Registered Investment AdviserNC
$240.9M
Assets Under Management
1,226
Total Clients
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Registration Details

Accession
CRD-118823
Location
GREENSBORO, NC
Filing Date
May 27, 2026
AUM
$240.9M
Total Clients
1,226
Amendment
No

About this Adviser

CAROLINA FINANCIAL ADVISORS, INC. is a registered investment adviser headquartered in GREENSBORO, NC, managing approximately $240.9M in assets across 1,226 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.