Carolina Capital Consulting, Inc.

Carolina Capital Consulting, Inc. (CRD# 116802) is a financial advisory firm headquartered in Charlotte, NC. They manage $287,616,872 in 608 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    608
    ACCOUNTS
  • Average Account Value
    $473,054
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, TX

Financial Advisors at Carolina Capital Consulting, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Deanna L. Strean
CRD#: 4886866
521 East Morehead Street, Suite 310, Charlotte, NC 28202
93
Wealthminder
score

Deanna Strean (CRD# 4886866) is an Investment Advisor Representative working at Carolina Capital Consulting, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.

2
Brian H. Fenn
CRD#: 2440609
521 East Morehead Street, Suite 310, Charlotte, NC 28202
76
Wealthminder
score

Brian Fenn (CRD# 2440609) is an Investment Advisor Representative working at Carolina Capital Consulting, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry. Brian Fenn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.