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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-22-2017
- Office Locations
- 1
Office Locations
About Carolina Wealth Advisors
Carolina Wealth Advisors is a Myrtle Beach, SC-based full-service financial planning firm serving individuals and businesses with a personal, relationship-driven approach. The team supports estate and retirement planning, business succession, insurance, and portfolio construction. Investment focus centers on asset allocation and risk management using ETFs and other public funds, with client assets custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTY LEE HORLACHER
Chief Compliance Officer, Wealth Advisor
- CRD
- #6068460
- Ownership
- Less than 5%
MATTHEW RADCLIFF LOWERY
Certified Financial Planner, Chief Financial Officer
- CRD
- #5141483
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Charles Alexander Wiggins
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- CRD
- #8062140
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,452,903 | $201,603 |
| Non-Discretionary | $4,962,180 | $81,347 |
| Total | $313,415,083 | $196,993 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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