CAROLINA FINANCIAL ADVISORS, INC.
CRD #118823 SEC #801-120773 GREENSBORO, NC 336-333-0176
SEC Registered
Total AUM
$211.6M
Discretionary
$195.3M
Employees
7
Clients
1
Accounts
1,034
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $211.6M | $195.3M | $16.3M | 7 | 3 |
| Nov 2025 | $211.6M | $195.3M | $16.3M | 7 | 3 |
| Jun 2025 | $211.6M | $195.3M | $16.3M | 7 | 3 |
| Apr 2025 | $211.6M | $195.3M | $16.3M | 7 | 3 |
| Apr 2025 | $211.6M | $195.3M | $16.3M | 7 | 3 |
| Mar 2025 | $211.6M | $195.3M | $16.3M | 7 | 3 |
| Sep 2024 | $175M | $159.2M | $15.7M | 7 | 6 |
| Mar 2024 | $175M | $159.2M | $15.7M | 6 | 6 |
| Mar 2024 | $175M | $159.2M | $15.7M | 6 | 6 |
| Mar 2024 | $175M | $159.2M | $15.7M | 6 | 6 |
| Feb 2024 | $175M | $159.2M | $15.7M | 6 | 6 |
| Feb 2024 | $175M | $159.2M | $15.7M | 6 | 6 |
| Jul 2023 | $165.3M | $147.6M | $17.7M | 6 | 0 |
| May 2023 | $165.3M | $147.6M | $17.7M | 5 | 0 |
| May 2023 | $165.3M | $147.6M | $17.7M | 5 | 0 |
| May 2023 | $165.3M | $147.6M | $17.7M | 5 | 0 |
| Mar 2023 | $165.3M | $147.6M | $17.7M | 5 | 0 |
| Mar 2023 | $165.3M | $147.6M | $17.7M | 5 | 0 |
| Jan 2023 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| Nov 2022 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| Nov 2022 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| Aug 2022 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| Jul 2022 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| May 2022 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| Mar 2022 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| Mar 2022 | $199.8M | $175.6M | $24.2M | 5 | 0 |
| Feb 2022 | $159.1M | $139M | $20.1M | 5 | 0 |
| Feb 2022 | $159.1M | $139M | $20.1M | 5 | 0 |
| Jan 2022 | $159.1M | $139M | $20.1M | 5 | 0 |
| Sep 2021 | $159.1M | $139M | $20.1M | 5 | 0 |
| Jul 2021 | $159.1M | $139M | $20.1M | 5 | 0 |
| Apr 2021 | $159.1M | $139M | $20.1M | 5 | 0 |
| Mar 2021 | $159.1M | $139M | $20.1M | 5 | 0 |
| Mar 2021 | $159.1M | $139M | $20.1M | 5 | 0 |
DateDec 2025
Total AUM$211.6M
Discretionary$195.3M
Non-Disc.$16.3M
Employees7
Clients3
DateNov 2025
Total AUM$211.6M
Discretionary$195.3M
Non-Disc.$16.3M
Employees7
Clients3
DateJun 2025
Total AUM$211.6M
Discretionary$195.3M
Non-Disc.$16.3M
Employees7
Clients3
DateApr 2025
Total AUM$211.6M
Discretionary$195.3M
Non-Disc.$16.3M
Employees7
Clients3
DateApr 2025
Total AUM$211.6M
Discretionary$195.3M
Non-Disc.$16.3M
Employees7
Clients3
DateMar 2025
Total AUM$211.6M
Discretionary$195.3M
Non-Disc.$16.3M
Employees7
Clients3
DateSep 2024
Total AUM$175M
Discretionary$159.2M
Non-Disc.$15.7M
Employees7
Clients6
DateMar 2024
Total AUM$175M
Discretionary$159.2M
Non-Disc.$15.7M
Employees6
Clients6
DateMar 2024
Total AUM$175M
Discretionary$159.2M
Non-Disc.$15.7M
Employees6
Clients6
DateMar 2024
Total AUM$175M
Discretionary$159.2M
Non-Disc.$15.7M
Employees6
Clients6
DateFeb 2024
Total AUM$175M
Discretionary$159.2M
Non-Disc.$15.7M
Employees6
Clients6
DateFeb 2024
Total AUM$175M
Discretionary$159.2M
Non-Disc.$15.7M
Employees6
Clients6
DateJul 2023
Total AUM$165.3M
Discretionary$147.6M
Non-Disc.$17.7M
Employees6
Clients0
DateMay 2023
Total AUM$165.3M
Discretionary$147.6M
Non-Disc.$17.7M
Employees5
Clients0
DateMay 2023
Total AUM$165.3M
Discretionary$147.6M
Non-Disc.$17.7M
Employees5
Clients0
DateMay 2023
Total AUM$165.3M
Discretionary$147.6M
Non-Disc.$17.7M
Employees5
Clients0
DateMar 2023
Total AUM$165.3M
Discretionary$147.6M
Non-Disc.$17.7M
Employees5
Clients0
DateMar 2023
Total AUM$165.3M
Discretionary$147.6M
Non-Disc.$17.7M
Employees5
Clients0
DateJan 2023
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateNov 2022
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateNov 2022
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateAug 2022
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateJul 2022
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateMay 2022
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateMar 2022
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateMar 2022
Total AUM$199.8M
Discretionary$175.6M
Non-Disc.$24.2M
Employees5
Clients0
DateFeb 2022
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0
DateFeb 2022
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0
DateJan 2022
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0
DateSep 2021
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0
DateJul 2021
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0
DateApr 2021
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0
DateMar 2021
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0
DateMar 2021
Total AUM$159.1M
Discretionary$139M
Non-Disc.$20.1M
Employees5
Clients0