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Building 2CAROLINA CAPITAL CONSULTING, INC.

Map pinCHARLOTTE, NC
Phone704-541-3199
NotebookSEC #801-65968
Total AUM
$364.2M
Employees
5
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3545 WHITEHALL PARK DRIVE
SUITE 180
CHARLOTTE
NC 28273
United States
Operating Hours
8:30 A.M TO 5:00 P.M.
Monday - Friday
Phone
704-541-3199

ReceiptFinancials

Total AUM
$364.2M
Accounts
590
Discretionary
$364.2M
Accounts
590
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
30
AUM
$10.6M
HNW Individual Clients
81
AUM
$353.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Violation Finding
State Registrations
LANCTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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