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Carolina Strategy, LLC

EST. AUM
$119,089,787

CONTACTS
1

CLIENT ACCOUNTS
182

Firm Details

Metro area Charlotte
CRD Number 324629
Website carolinastrategy.com
Client types

Overview

Carolina Strategy, LLC (CSLLC) is a North Carolina-based investment advisory firm founded in December 2022 and led by principal owner Walker Davidson. CSLLC specializes in customized portfolio management services tailored to meet each client's unique financial goals, time horizon, and risk tolerance. The firm crafts individual Investment Policy Statements and manages assets with a disciplined approach that includes strategy development, asset allocation, and continuous portfolio monitoring. As a fiduciary, CSLLC is committed to acting in its clients' best interests, ensuring fairness in investment opportunities and a high standard of ethical responsibility.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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