Carolinas Wealth Consulting LLC
Carolinas Wealth Consulting LLC is an investment adviser and wealth management firm based in Charlotte, North Carolina. Founded in 2001, the firm employs approximately 18-20 professionals, most of whom are experienced investment advisors. Carolinas Wealth Consulting provides comprehensive financial planning, investment consulting, and portfolio management services to individuals (including high-net-worth clients), corporations, retirement plans, endowments, and foundations. In 2025, the firm was acquired by CAPTRUST Financial Advisors and now operates under the CAPTRUST brand, extending its legacy of client-centric service and expertise across over 30 states.
Investment Strategy
Carolinas Wealth Consulting LLC specializes in thoughtful, comprehensive wealth management and investment consulting. The firm emphasizes client-focused advice, independent of major brokerage firms or banks, and strives to deliver higher risk-adjusted performance through rigorous portfolio management. It offers a range of services including financial planning, portfolio management for various client types, and family office solutions. The investment advisory approach centers on transparency, long-term trust relationships, and personalized investment solutions tailored to each client’s financial goals and challenges.
Top Holdings
Equity Positions (1,001)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VONG | VANGUARD SCOTTSDALE FDS | 8.01% | $37.2M | 461,247 | $55.79 | $92.79 | -$6.2M |
V VOO | VANGUARD INDEX FDS | 6.77% | $31.5M | 61,228 | $322.42 | $513.91 | -$1.1M |
B BIV | VANGUARD BD INDEX FDS | 6.64% | $30.9M | 403,218 | $74.19 | $76.57 | +$594.8K |
S SCHD | SCHWAB STRATEGIC TR | 4.73% | $22.0M | 786,423 | $21.89 | $27.96 | +$436.2K |
V VONV | VANGUARD SCOTTSDALE FDS | 4.69% | $21.8M | 264,410 | $57.09 | $82.54 | +$172.6K |