AdvizorPro

Carolina Planning Group LLC

Carolina Planning Group LLC. CRD 146168

Carolina Planning Group LLC logo

CRD: 146168

Carolina Planning Group LLC

Beaufort, SC
8433793411
$24.7M Total AUM
$24.7M Disc. AUM
-- 3Y CAGR
1 Employees
154 ADV. Clients
16 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
SSG
Clients
Retail
Platforms
--
Established Date
08-25-2009
Office Locations
1

Office Locations

-- Beaufort SC

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

50 AVG AGE
$24.7M AVG AUM / ADVISOR
$160.5K AVG AUM / CLIENT
16.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age

Insights

Unlock to compare peer behavior around capital north.
Upgrade to reveal position-level detail across pathway quantum.
Request access to benchmark trends tied to summit beacon.
Full visibility includes strategy notes for quantum ember pathway.
Unlock to see real insight on north fusion.
Unlock to see real insight on insight matrix peak.
Upgrade to reveal position-level detail across signal insight.
Request access to benchmark trends tied to north ridge.

Asset Classes

Oak Meridian unison Atlas

Client Personas

Pathway summit

Investment Themes

Element

Investment Vehicles

Focus peak

Services

Horizon Signal catalyst Frontier bridge Summit momentum Unison Unison

Owner & Executives

J

JACK CARTER WORRELL

President

CRD
#3235294
Ownership
75% or more
(428) 900-2778
beacon.quantum@bridgecapital.com
in linkedin.com/in/vector-eagle

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $24,719,328 --
Non-Discretionary $0 --
Total $24,719,328 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $24,719,328

$24.7M Total SMA
Public Funds:
12.9%
U.S. Government/Agency:
33.1%
Equity - Exchange:
30.4%
Cash:
23.6%
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%

Start a free trial and
prospect smarter