C
$119.1M Total AUM
$119.1M Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
3 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy ember
- Established Date
- 01-19-2023
- Office Locations
- 1
Office Locations
-- Matthews NC
About Carolina Strategy, LLC
Carolina Strategy, LLC is a Matthews-based RIA. The firm has been operating for 3 years. Managing $119.1M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$119.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Legacy
Custodian
North atlas
Investment Themes
Matrix Element north
Investment Vehicles
Unison
Services
Atlas Foundation frontier Delta eagle Vector foundation Harbor Delta insight Value
Technology
Momentum timber
Owner & Executives
W
WALKER FRANKLIN DAVIDSON
Chief Compliance Officer, Managing Member
- CRD
- #4484374
- Ownership
- 75% or more
(918) 291-4337
meridian.atlas@horizoncapital.com
in linkedin.com/in/zenith-peak
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,089,787 | $654,339 |
| Non-Discretionary | $0 | -- |
| Total | $119,089,787 | $654,339 |
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Separately Managed Accounts
Total SMA Asset: $119,089,787
Equity - Exchange:
14.7% U.S. Government/Agency:
21.8% Public Funds:
12.4% Cash:
13.5% Corporate - Investment Grade:
37.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $580,694,924 | 14.7% |
| U.S. Government/Agency | $861,166,622 | 21.8% |
| Public Funds | $489,837,895 | 12.4% |
| Cash | $533,291,257 | 13.5% |
| Corporate - Investment Grade | $1,485,314,907 | 37.6% |
| Total | $3,950,305,605 | 100.0% |