CAROLINA WEALTH ADVISORS, LLC
Legal name: CAROLINA WEALTH ADVISORS
CRD #288837 SEC #801-119040 MYRTLE BEACH, SC (843) 448-4425
SEC Registered
Total AUM
$297.7M
Discretionary
$293.8M
Employees
6
Clients
0
Accounts
1,382
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HORLACHER, CHRISTY, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| LOWERY, MATTHEW, RADCLIFF | I | CFO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | CEO | NA | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| RPWCM, INC. | DE | MEMBER | D | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | C | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | C | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | C | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | C | Control |
| M RADCLIFF LOWERY CPA LLC | DE | MEMBER | C | Control |
| SWEET BAILEY, LLC | DE | MEMBER | B | |
| SWEET BAILEY, LLC | DE | MEMBER | B | |
| SWEET BAILEY, LLC | DE | MEMBER | B | |
| SWEET BAILEY, LLC | DE | MEMBER | B | |
| SWEET BAILEY, LLC | DE | MEMBER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HORLACHER, CHRISTY, LEE | I | SWEET BAILEY, LLC | E | Control |
| HORLACHER, CHRISTY, LEE | I | SWEET BAILEY, LLC | E | Control |
| HORLACHER, CHRISTY, LEE | I | SWEET BAILEY, LLC | E | Control |
| HORLACHER, CHRISTY, LEE | I | SWEET BAILEY, LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| LOWERY, MATTHEW, RADCLIFF | I | M RADCLIFF LOWERY CPA LLC | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
| ST. JOHN, CHRISTOPHER, DAVID | I | RPWCM, INC. | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (7)
FL GA NC NY SC TX VA
Address
1110 LONDON STREETSUITE 204
MYRTLE BEACH, SC 29577
United States
Phone: (843) 448-4425