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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 25, 2025 and March 25, 2026, reported AUM increased 5.3%, from $297.7M to $313.4M.
Across 5 reported observations, AUM increased 56.1% between October 24, 2022 and March 25, 2026, from $200.7M to $313.4M.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 4 advisory representatives and 596 clients, or 149 clients per representative. That equates to $525.9K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on March 25, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Carolina Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
--
- 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
SMA allocation detail is available
Carolina Wealth Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Carolina Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.