CRD: 149664
Carolina Financial Services Group, Inc.
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-07-2012
- Office Locations
- 1
Office Locations
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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 80.0% is discretionary and 20.0% is non-discretionary.
The firm reports 1 advisory representatives and 100 clients, or 100 clients per representative. That equates to $400.0K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Carolina Financial Services Group, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL CHRISTOPHER OWENS
Chief Compliance Officer, General Partner, President
- CRD
- #2128682
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Carolina Financial Services Group, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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