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.
Latest 13F Filing Activity
Carolinas Wealth Consulting LLC filed their most recent 13F report on Mar 31, 2025 disclosing 1,001 equity positions with a total 13F market value of $465M. The fund increased holdings in Goldman Sachs Etf TR, Berkshire Hathaway Inc. Del, Vanguard BD Index FDS among other positions. Carolinas Wealth Consulting LLC reduced exposure to T Rowe Price Etf Inc., Apple Inc., Vanguard Scottsdale FDS among others.
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 |
Industry Allocation
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