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Carolina Wealth Management, Inc.

Carolina Wealth Management, Inc.. CRD 131393

Carolina Wealth Management, Inc. logo

CRD: 131393

Carolina Wealth Management, Inc.

Greenville, NC, 27858
2524391344
www.mycarolinawealth.com
$798.5M Total AUM
$583.8M Disc. AUM
-- 3Y CAGR
10 Employees
646 ADV. Clients
22 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
CrestOak alpha +more
Established Date
05-07-2004
Office Locations
1

Office Locations

1706-A East Arlington Blvd. Greenville NC

About Carolina Wealth Management, Inc.

Carolina Wealth Management, Inc. is an independent, fee-only registered investment adviser in Greenville, NC. The firm provides investment management and retirement planning for individuals, using a prudent fiduciary process centered on client goals and education. Portfolios emphasize asset allocation across stocks, bonds, mutual funds, ETFs, and cash, with custody at Charles Schwab.

Team overview

45 AVG AGE
$99.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
9 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
22yrs Firm Age

Insights

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Asset Classes

Quantum Matrix

Custodian

Meridian Eagle

Investment Themes

Alpha signal Atlas fusion Ember timber

Investment Vehicles

Value

Services

Summit Focus Unison delta Beacon wave Vertex matrix Bridge prime Vector Eagle North Capital oak

Technology

Signal Fusion north Vector

Owner & Executives

D

DAVID RONALD DAMM

Chief Executive Officer, Partner

CRD
#3090486
Ownership
25% but less than 50%
(938) 636-2421
element.vertex@matrixcapital.com
in linkedin.com/in/foundation-delta
DEREK SANDERSON PSZENNY

DEREK SANDERSON PSZENNY

Chief Compliance Officer, Partner, President

CRD
#2951968
Ownership
25% but less than 50%
(360) 988-7483
catalyst.pioneer@wavecapital.com
in linkedin.com/in/catalyst-matrix
S

Summit beacon

Vital quantum

CRD
#16614
Ownership
45.0%
(505) 669-4753
atlas.zenith@foundationcapital.com
in linkedin.com/in/capital-crest

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Contacts

JONATHAN CRAIG BLACKWELL

JONATHAN CRAIG BLACKWELL

Certified Financial Planner

CRD
#5023105
(798) 454-1332
glacier.value@valuecapital.com
in linkedin.com/in/timber-vector
J

Jorge Luis Martinez

Private Wealth Advisor

CRD
#8016620
(908) 880-6328
ember.glacier@valuecapital.com
in linkedin.com/in/fusion-momentum
S

Summit oak

Optima catalyst

CRD
#35830
(836) 866-5882
oak.timber@foundationcapital.com
in linkedin.com/in/atlas-oak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
10-02-2023
03-29-2024
03-31-2025
04-27-2026
Category Assets AVG. Account size
Discretionary $583,817,383 $413,761
Non-Discretionary $214,638,272 $2,586,003
Total $798,455,655 $534,442

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Separately Managed Accounts

Total SMA Asset: $798,455,655

$798.5M Total SMA
Public Funds:
7.1%
Equity - Exchange:
14.6%
Cash:
6.2%
Municipal Bonds:
19.4%
Corporate - Investment Grade:
15.8%
Corporate - Non-Investment Grade:
8.4%
Equity - OTC:
13.9%
Other:
14.6%
Asset class Assets Assets %
Public Funds $165,353,513 7.1%
Equity - Exchange $340,022,717 14.6%
Cash $144,393,208 6.2%
Municipal Bonds $451,811,007 19.4%
Corporate - Investment Grade $367,969,789 15.8%
Corporate - Non-Investment Grade $195,629,508 8.4%
Equity - OTC $323,720,258 13.9%
Other $340,022,717 14.6%
Total $2,328,922,717 100.0%

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