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Carolina Financial Advisors, Inc.

Carolina Financial Advisors, Inc.. CRD 118823

Carolina Financial Advisors, Inc. logo

CRD: 118823

Carolina Financial Advisors, Inc.

Greensboro, NC, 27403
3363330176
www.carolinafinancialadvisors.com
$240.9M Total AUM
$223.5M Disc. AUM
5.5% 3Y CAGR
7 Employees
477 ADV. Clients
14 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Lincoln Financial
Clients
Retail and Institutional
Platforms
EagleWave
Established Date
01-26-2012
Office Locations
1

Office Locations

100 East Lake Dr. Suite 100 Greensboro NC

About Carolina Financial Advisors, Inc.

Carolina Financial Advisors, Inc. is a Greensboro, NC registered investment adviser providing goal-based financial planning and ongoing portfolio guidance for individuals and families, including retirement and education funding. The team builds personalized roadmaps and adjusts plans as needs change, using diversified portfolios of ETFs and mutual funds with an asset-allocation and risk-management lens. Custody commonly via Schwab and Fidelity.

Team overview

49 AVG AGE
$60.2M AVG AUM / ADVISOR
$505.0K AVG AUM / CLIENT
7.1 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
14yrs Firm Age

Insights

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Asset Classes

Alpha Meridian Capital alpha Vector harbor Vertex momentum

Client Personas

Radial

Custodian

Quantum vector Element Legacy Delta Ridge Optima Foundation unison Focus

Investment Themes

Element fusion Insight foundation North oak Harbor

Investment Vehicles

Eagle Foundation

Platform

Delta zenith

Services

Legacy frontier Vector Pathway timber Beacon Oak Legacy peak Summit Fusion unison Ridge fusion Matrix Legacy meridian Vector fusion

Technology

Vertex Vital

Owner & Executives

CHRISTOPHER WICK JONES

CHRISTOPHER WICK JONES

Financial Advisor, General Partner, President

CRD
#4339592
Ownership
75% or more
(661) 244-4613
eagle.element@quantumcapital.com
in linkedin.com/in/ridge-crest
JESSICA ANN NEISLER

JESSICA ANN NEISLER

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(440) 257-9937
delta.timber@elementcapital.com
in linkedin.com/in/optima-timber

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Contacts

D

DAVID LEONARD BELK

Financial Advisor

CRD
#3048030
(656) 968-6809
harbor.ridge@vitalcapital.com
in linkedin.com/in/oak-ridge
W

WILLIAM SCOTT POLAND

Advisor

CRD
#4677832
(984) 698-3018
element.delta@momentumcapital.com
in linkedin.com/in/optima-wave
P

Pioneer insight

Frontier legacy quantum

CRD
#35037
(366) 977-2349
foundation.pioneer@crestcapital.com
in linkedin.com/in/wave-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-17-2022
07-17-2023
09-30-2024
12-23-2025
05-27-2026
Category Assets AVG. Account size
Discretionary $223,474,576 $183,477
Non-Discretionary $17,410,688 $2,176,336
Total $240,885,264 $196,481

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Separately Managed Accounts

Total SMA Asset: $240,885,264

$240.9M Total SMA
Public Funds:
34.1%
Equity - Exchange:
13.2%
Cash:
29.7%
U.S. Government/Agency:
23.0%
Asset class Assets Assets %
Public Funds $1,466,793,932 34.1%
Equity - Exchange $567,791,200 13.2%
Cash $1,277,530,199 29.7%
U.S. Government/Agency $989,333,151 23.0%
Total $4,301,448,482 100.0%

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