CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC
· CRD 171534
SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$443.9m
- Main clients (by assets)Pension plans 98%, Individuals 2%
- Websitecarolinacorporateplans.com
- Form ADV · 2026-02-11SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)1 · 1 in investment roles