CAROLINA WEALTH ADVISORS

Legal name: CAROLINA WEALTH ADVISORS, LLC

CRD 288837File 801-119040

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$313.4M

Below cohort median (national)

Discretionary AUM

$308.5M

Non-discretionary $5.0M

Clients

596

1,591 accounts

Employees

Above cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jul 29, 2020
Principal office: 1110 LONDON STREET, SUITE 204, MYRTLE BEACH, SC, 29577
Phone: (843) 448-4425
Website: HTTPS://CAROLINAWA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $313.4M
Discretionary AUM: $308.5M
Non-discretionary AUM: $5.0M
Discretionary accounts: 1,530
Non-discretionary accounts: 61
Total accounts: 1,591
AUM per client: $526K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$6.7M
Charitable organizations	Fewer than 5	$2K
High net worth individuals	128	$207.2M
Individuals (other than high net worth individuals)	459	$99.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.