CRD: 149664
Carolina Financial Services Group, Inc.
$40.0M Total AUM
$32.0M Disc. AUM
-- 3Y CAGR
4 Employees
100 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-2012
- Office Locations
- 1
Office Locations
905-B Conference Drive Greenville NC
About Carolina Financial Services Group, Inc.
Carolina Financial Services Group is a registered investment adviser providing asset management and related planning services to retail clients nationwide. The firm emphasizes portfolio construction, asset allocation, and risk management, with planning support around retirement, estate, and insurance needs. Custody includes Charles Schwab (and UBS).
Team overview
58 AVG AGE
$40.0M AVG AUM / ADVISOR
$400.0K AVG AUM / CLIENT
14.2 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL CHRISTOPHER OWENS
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2128682
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $8,000,000 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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