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- Custodian
- SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2009
- Office Locations
- 1
Office Locations
About Carolina Planning Group LLC
Carolina Planning Group is a fee-based, independent wealth management and financial planning firm offering multigenerational, holistic planning to help clients grow, manage, and protect wealth. Services include financial planning with portfolio construction, tax and estate planning, and insurance guidance. Investment implementation commonly uses diversified public funds, ETFs, and U.S. government/agency fixed income. Their “Total Picture” process consolidates assets and liabilities into a single comprehensive view.
Team overview
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Investment Themes
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Owner & Executives
JACK CARTER WORRELL
President
- CRD
- #3235294
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,719,328 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,719,328 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,719,328
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $521,056,329 | 12.9% |
| U.S. Government/Agency | $1,336,973,992 | 33.1% |
| Equity - Exchange | $1,227,915,690 | 30.4% |
| Cash | $953,250,338 | 23.6% |
| Total | $4,039,196,349 | 100.0% |