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They include 459 individual clients, 128 high-net-worth individuals, and 9 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Carolina Wealth Advisors offer?","answer":"Carolina Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Carolina Wealth Advisors charge?","answer":"Carolina Wealth Advisors charges up to 2.00% a year for its Portfolio Management. The fee is billed in advance and is negotiable.","source":"CWA FORM ADV PART 2A BROCHURE, filed 25 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Carolina Wealth Advisors use?","answer":"Carolina Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $313M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Carolina Wealth Advisors have?","answer":"Carolina Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Carolina Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Carolina Wealth Advisors’ separately managed accounts held 55% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Carolina Wealth Advisors?","answer":"Carolina Wealth Advisors is owned through holding companies by Matthew Lowery, Christopher St. John and Christy Horlacher. 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