CAROLINA CAPITAL CONSULTING, INC.
CRD #116802 SEC #801-65968 CHARLOTTE, NC 704-541-3199
SEC Registered Disclosures
Total AUM
$335.1M
Discretionary
$335.1M
Employees
4
Clients
51
Accounts
595
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $364.2M | $364.2M | $0 | 5 | 0 |
| Feb 2021 | $364.2M | $364.2M | $0 | 5 | 0 |
| Feb 2021 | $364.2M | $364.2M | $0 | 5 | 0 |
| Dec 2020 | $335.1M | $335.1M | $0 | 4 | 0 |
| Apr 2020 | $335.1M | $335.1M | $0 | 4 | 0 |
| Feb 2020 | $335.1M | $335.1M | $0 | 4 | 0 |
| Jun 2019 | $284.1M | $284.1M | $0 | 4 | 0 |
| Jan 2019 | $284.1M | $284.1M | $0 | 4 | 0 |
| Oct 2018 | $287.6M | $287.6M | $0 | 4 | 0 |
| Feb 2018 | $287.6M | $287.6M | $0 | 4 | 0 |
| Feb 2017 | $250.9M | $250.9M | $0 | 2 | 100 |
| Jan 2017 | $250.9M | $250.9M | $0 | 2 | 100 |
| Nov 2016 | $210.8M | $210.8M | $0 | 2 | 100 |
| Jan 2016 | $210.8M | $210.8M | $0 | 2 | 100 |
| Jun 2015 | $219.3M | $219.3M | $0 | 2 | 26 |
| Feb 2015 | $219.3M | $219.3M | $0 | 2 | 26 |
| Jul 2014 | $240.5M | $240.5M | $0 | 2 | 26 |
| Jul 2014 | $220.5M | $220.5M | $0 | 2 | 26 |
| Mar 2014 | $220.5M | $220.5M | $0 | 2 | 26 |
| Feb 2014 | $220.5M | $220.5M | $0 | 2 | 26 |
| Oct 2013 | $186.6M | $186.6M | $0 | 2 | 26 |
| Jul 2013 | $186.6M | $186.6M | $0 | 2 | 26 |
| Mar 2013 | $171M | $171M | $0 | 2 | 26 |
| Mar 2013 | $171M | $171M | $0 | 2 | 26 |
| Mar 2012 | $142.2M | $142.2M | $0 | 1 | 26 |
| Mar 2011 | $121.7M | $119.8M | $1.9M | 5 | -- |
| Mar 2007 | $84.8M | $49.9M | $34.8M | 5 | -- |
| Mar 2006 | $50M | $1.2M | $48.8M | 5 | -- |
| Jan 2006 | $43M | $0 | $43M | 5 | -- |
| Jan 2006 | $43M | $0 | $43M | 5 | -- |
DateFeb 2021
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$364.2M
Discretionary$364.2M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$335.1M
Discretionary$335.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$335.1M
Discretionary$335.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$335.1M
Discretionary$335.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2019
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$284.1M
Discretionary$284.1M
Non-Disc.$0
Employees4
Clients0
DateOct 2018
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2017
Total AUM$250.9M
Discretionary$250.9M
Non-Disc.$0
Employees2
Clients100
DateJan 2017
Total AUM$250.9M
Discretionary$250.9M
Non-Disc.$0
Employees2
Clients100
DateNov 2016
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees2
Clients100
DateJan 2016
Total AUM$210.8M
Discretionary$210.8M
Non-Disc.$0
Employees2
Clients100
DateJun 2015
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees2
Clients26
DateFeb 2015
Total AUM$219.3M
Discretionary$219.3M
Non-Disc.$0
Employees2
Clients26
DateJul 2014
Total AUM$240.5M
Discretionary$240.5M
Non-Disc.$0
Employees2
Clients26
DateJul 2014
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees2
Clients26
DateFeb 2014
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees2
Clients26
DateOct 2013
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees2
Clients26
DateJul 2013
Total AUM$186.6M
Discretionary$186.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$171M
Discretionary$171M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$142.2M
Discretionary$142.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$121.7M
Discretionary$119.8M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2007
Total AUM$84.8M
Discretionary$49.9M
Non-Disc.$34.8M
Employees5
Clients--
DateMar 2006
Total AUM$50M
Discretionary$1.2M
Non-Disc.$48.8M
Employees5
Clients--
DateJan 2006
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--
DateJan 2006
Total AUM$43M
Discretionary$0
Non-Disc.$43M
Employees5
Clients--