Carolina Strategy, LLC

Carolina Strategy, LLC (CRD# 324629) is a financial advisory firm headquartered in , . They manage $87,669,820 in 131 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://carolinastrategy.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $669,235
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Carolina Strategy, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Walker Davidson, financial advisor Matthews NC
Walker F. Davidson
CRD#: 4484374
Matthews, NC

Walker Davidson (CRD# 4484374) is an Investment Advisor Representative working at Carolina Strategy, LLC in Matthews, NC and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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