Carolina Wealth Advisors is an investment advisor in Myrtle Beach with $200.72 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
815448638
SEC advisor number
801-119040
FINRA CRD number
288837
AUM ?
$278.21 mm
(as of 26 Mar 24)
Accounts
1,382
(as of 26 Mar 24)
Employees
6
(4 investment advisory or research)
Address
Carolina Wealth Advisors
1110 LONDON STREET, SUITE 204
MYRTLE BEACH
SC 29577
1110 LONDON STREET, SUITE 204
MYRTLE BEACH
SC 29577
Phone
8434484425
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Apr 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
19 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22