CAROLINAS WEALTH CONSULTING LLC
CRD #300003 SEC #801-60158 CHARLOTTE, NC 704-643-2455
SEC Registered
Total AUM
$1.5B
Discretionary
$1.1B
Employees
17
Clients
101
Accounts
2,252
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 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 |
|---|---|---|---|---|
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| FRITCHLEY, JEANNE, KELSEY | I | MEMBER, CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| GROGAN, CHRISTOPHER, KEVIN | I | MEMBER, SECRETARY | NA | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| EDMISTON, GEORGE, HARRELL | I | CEO, PRESIDENT, MANAGING MEMBER | E | Control |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A | |
| NCF CHARITABLE TRUST ("NCT") | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F | |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST ("NCT") | F |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (13)
CA FL GA MA MD NC NJ NY OH SC TN TX VA
Address
5605 CARNEGIE BLVD. SUITE 400CHARLOTTE, NC 28209
United States
Phone: 704-643-2455