CAROLINAS INVESTMENT CONSULTING LLC
CRD #104379 SEC #801-60158 CHARLOTTE, NC 704-643-2455
SEC Registered Broker-Dealer
Total AUM
$1.5B
Discretionary
$381.9M
Employees
25
Clients
251
Accounts
693
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $1.5B | $381.9M | $1.1B | 25 | 0 |
| Jul 2018 | $1.4B | $217.7M | $1.2B | 24 | 0 |
| Mar 2018 | $1.4B | $217.7M | $1.2B | 24 | 0 |
| Nov 2017 | $1.3B | $174.9M | $1.1B | 27 | 0 |
| Jun 2017 | $1.3B | $174.9M | $1.1B | 27 | 400 |
| Mar 2017 | $1.3B | $174.9M | $1.1B | 27 | 400 |
| Nov 2016 | $1.1B | $136.7M | $926.3M | 23 | 400 |
| Mar 2016 | $1.1B | $136.7M | $926.3M | 23 | 400 |
| Aug 2015 | $1.2B | $50.9M | $1.1B | 22 | 400 |
| Mar 2015 | $1.2B | $50.9M | $1.1B | 22 | 400 |
| Mar 2015 | $919M | $53M | $865.9M | 23 | 400 |
| Dec 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Dec 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Nov 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Jul 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Apr 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Mar 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Mar 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Mar 2014 | $919M | $53M | $865.9M | 23 | 400 |
| Aug 2013 | $867.4M | $37.6M | $829.8M | 23 | 600 |
| Jul 2013 | $867.4M | $37.6M | $829.8M | 23 | 600 |
| Mar 2013 | $867.4M | $37.6M | $829.8M | 23 | 600 |
| Oct 2012 | $704.2M | $6.3M | $697.9M | 11 | 600 |
| Jul 2012 | $704.2M | $6.3M | $697.9M | 11 | 600 |
| Mar 2012 | $704.2M | $6.3M | $697.9M | 11 | 600 |
| Jan 2012 | $767.2M | $6.6M | $760.6M | 11 | 600 |
| Jun 2011 | $767.2M | $6.6M | $760.6M | -- | -- |
| Jun 2011 | $767.2M | $6.6M | $760.6M | -- | -- |
| May 2011 | $767.2M | $6.6M | $760.6M | -- | -- |
| Apr 2011 | $767.2M | $6.6M | $760.6M | -- | -- |
| Apr 2011 | $767.2M | $6.6M | $760.6M | -- | -- |
| Mar 2011 | $767.2M | $6.6M | $760.6M | -- | -- |
| Apr 2010 | $668.5M | $1.2M | $667.3M | -- | -- |
| Mar 2010 | $668.5M | $1.2M | $667.3M | -- | -- |
| Mar 2007 | $397.4M | $0 | $397.4M | -- | -- |
| Mar 2004 | $105.4M | $19.9M | $85.5M | -- | -- |
| Aug 2001 | $99.3M | $81.9M | $17.4M | 10 | -- |
| May 2001 | $0 | $0 | $0 | 10 | -- |
DateMar 2019
Total AUM$1.5B
Discretionary$381.9M
Non-Disc.$1.1B
Employees25
Clients0
DateJul 2018
Total AUM$1.4B
Discretionary$217.7M
Non-Disc.$1.2B
Employees24
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$217.7M
Non-Disc.$1.2B
Employees24
Clients0
DateNov 2017
Total AUM$1.3B
Discretionary$174.9M
Non-Disc.$1.1B
Employees27
Clients0
DateJun 2017
Total AUM$1.3B
Discretionary$174.9M
Non-Disc.$1.1B
Employees27
Clients400
DateMar 2017
Total AUM$1.3B
Discretionary$174.9M
Non-Disc.$1.1B
Employees27
Clients400
DateNov 2016
Total AUM$1.1B
Discretionary$136.7M
Non-Disc.$926.3M
Employees23
Clients400
DateMar 2016
Total AUM$1.1B
Discretionary$136.7M
Non-Disc.$926.3M
Employees23
Clients400
DateAug 2015
Total AUM$1.2B
Discretionary$50.9M
Non-Disc.$1.1B
Employees22
Clients400
DateMar 2015
Total AUM$1.2B
Discretionary$50.9M
Non-Disc.$1.1B
Employees22
Clients400
DateMar 2015
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateDec 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateDec 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateNov 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateJul 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateApr 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateMar 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateMar 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateMar 2014
Total AUM$919M
Discretionary$53M
Non-Disc.$865.9M
Employees23
Clients400
DateAug 2013
Total AUM$867.4M
Discretionary$37.6M
Non-Disc.$829.8M
Employees23
Clients600
DateJul 2013
Total AUM$867.4M
Discretionary$37.6M
Non-Disc.$829.8M
Employees23
Clients600
DateMar 2013
Total AUM$867.4M
Discretionary$37.6M
Non-Disc.$829.8M
Employees23
Clients600
DateOct 2012
Total AUM$704.2M
Discretionary$6.3M
Non-Disc.$697.9M
Employees11
Clients600
DateJul 2012
Total AUM$704.2M
Discretionary$6.3M
Non-Disc.$697.9M
Employees11
Clients600
DateMar 2012
Total AUM$704.2M
Discretionary$6.3M
Non-Disc.$697.9M
Employees11
Clients600
DateJan 2012
Total AUM$767.2M
Discretionary$6.6M
Non-Disc.$760.6M
Employees11
Clients600
DateJun 2011
Total AUM$767.2M
Discretionary$6.6M
Non-Disc.$760.6M
Employees--
Clients--
DateJun 2011
Total AUM$767.2M
Discretionary$6.6M
Non-Disc.$760.6M
Employees--
Clients--
DateMay 2011
Total AUM$767.2M
Discretionary$6.6M
Non-Disc.$760.6M
Employees--
Clients--
DateApr 2011
Total AUM$767.2M
Discretionary$6.6M
Non-Disc.$760.6M
Employees--
Clients--
DateApr 2011
Total AUM$767.2M
Discretionary$6.6M
Non-Disc.$760.6M
Employees--
Clients--
DateMar 2011
Total AUM$767.2M
Discretionary$6.6M
Non-Disc.$760.6M
Employees--
Clients--
DateApr 2010
Total AUM$668.5M
Discretionary$1.2M
Non-Disc.$667.3M
Employees--
Clients--
DateMar 2010
Total AUM$668.5M
Discretionary$1.2M
Non-Disc.$667.3M
Employees--
Clients--
DateMar 2007
Total AUM$397.4M
Discretionary$0
Non-Disc.$397.4M
Employees--
Clients--
DateMar 2004
Total AUM$105.4M
Discretionary$19.9M
Non-Disc.$85.5M
Employees--
Clients--
DateAug 2001
Total AUM$99.3M
Discretionary$81.9M
Non-Disc.$17.4M
Employees10
Clients--
DateMay 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--