Updated May 30, 2024
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Carolinas Investment Consulting

Investment Advisor Firm
Total assets under management$1.4B
Years in business23+

About Carolinas Investment Consulting

Carolinas Investment Consulting (CIC) is an employee-owned boutique investment consulting firm. Founded in 2001, CIC has thrived, now comprising over 20 professionals serving clients across 34 states, managing over $1 billion in assets. Despite this sustained growth, their focus remains on nurturing client relationships. 

Independently operated, CIC stands apart from big brokerage firms, banks, and insurance companies, offering impartial investment advisory solutions seamlessly integrated with comprehensive wealth management services. CIC's unwavering commitment centers on serving individuals, families, corporations, endowments, and foundations. Trust, integrity, and exceptional service foster client loyalty. Their mission is to empower clients to achieve financial goals methodically, one portfolio at a time.

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Monthly Fee
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Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Risk Management
  3. Retirement Planning
  4. Education Savings and Gifts
  5. Trusts and Estates
  6. Charitable Giving

More about Carolinas Investment Consulting

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
30000318

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Carolinas Investment Consulting.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings