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Carolinas Investment Consulting Employee Directory

Investment ManagementNorth Carolina, United States11-50 Employees

Carolinas Investment Consulting, known as CIC, is an employee-owned investment consulting boutique based in Charlotte, North Carolina. Independent of large brokerages, banks, or insurance firms, it offers unbiased, client-driven investment advisory services paired with comprehensive wealth management. The firm oversees more than $1.5 billion in client assets under advisement and provides a spectrum of services from investment consulting to financial planning.

Its client base includes individuals, families, corporations, endowments, and foundations seeking thoughtful, transparent guidance aligned with their goals. In February 2025, CapTrust Advisors, LLC announced its acquisition of Carolinas Investment Consulting.

Find Carolinas Investment Consulting employees' phone numbers or email addresses

Carolinas Investment Consulting Global Highlights

Location
Employees

North America
35

Minus sign iconPlus sign icon
  • United States Of America
    35

Carolinas Investment Consulting's Leadership

  • Owner at Carolinas Investment Consulting
    J. M.
    Owner
    Mobile Phone
  • Director Of Economics at Carolinas Investment Consulting
    J. S.
    Director Of Economics
    Mobile Phone
  • Director at Carolinas Investment Consulting
    P. V.
    Director
    Mobile Phone
  • Relationship Manager at Carolinas Investment Consulting
    H. F.
    Relationship Manager
    Mobile Phone
  • Relationship Manager at Carolinas Investment Consulting
    V. F.
    Relationship Manager
    Mobile Phone
  • Member, Corporate Secretary And Firm Principal at Carolinas Investment Consulting
    C. G.
    Member, Corporate Secretary And Firm Principal
    Mobile Phone
  • Governor at Carolinas Investment Consulting
    B. M.
    Governor
    Mobile Phone
  • Operations Associate at Carolinas Investment Consulting
    H. K.
    Operations Associate
    Mobile Phone

Carolinas Investment Consulting Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Business
  • Consultant
  • Finance
  • Other

Contact profiles from Carolinas Investment Consulting

Name
Title
Contact
Location
Last Update
  • Owner at Carolinas Investment Consulting
    J. M.
    Owner
    Mobile Phone
    Oct 24, 2024
  • Director Of Economics at Carolinas Investment Consulting
    J. S.
    Director Of Economics
    Mobile Phone
    Oct 21, 2024
  • Director at Carolinas Investment Consulting
    P. V.
    Director
    Mobile Phone
    Oct 22, 2024
  • Relationship Manager at Carolinas Investment Consulting
    H. F.
    Relationship Manager
    Mobile Phone
    Oct 21, 2024
  • Relationship Manager at Carolinas Investment Consulting
    V. F.
    Relationship Manager
    Mobile Phone
    Oct 16, 2024
  • Member, Corporate Secretary And Firm Principal at Carolinas Investment Consulting
    C. G.
    Member, Corporate Secretary And Firm Principal
    Mobile Phone
    Mar 28, 2025
  • Governor at Carolinas Investment Consulting
    B. M.
    Governor
    Mobile Phone
    Oct 17, 2024
  • Operations Associate at Carolinas Investment Consulting
    H. K.
    Operations Associate
    Mobile Phone
    Oct 22, 2024
  • Executive Administrator at Carolinas Investment Consulting
    K. B.
    Executive Administrator
    Mobile Phone
    May 25, 2025
  • Investment Consultant at Carolinas Investment Consulting
    L. C.
    Investment Consultant
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Carolinas Investment Consulting known for?

Minus sign iconPlus sign iconCarolinas Investment Consulting was founded in 2001 and operates in the Investment Management industry. You can contact Carolinas Investment Consulting's main corporate office by phone at
+1-704-643-****
. Explore Carolinas Investment Consulting's company overview page for more information.

What is Carolinas Investment Consulting's most common email format?

Minus sign iconPlus sign iconCarolinas Investment Consulting employees' email format typically follows the pattern of FLast@carolinasinvest.com. Trying to find reliable and up-to-date employee contact data? Find more Carolinas Investment Consulting email formats with LeadIQ.

How many employees does Carolinas Investment Consulting have currently?

Minus sign iconPlus sign iconCarolinas Investment Consulting has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Carolinas Investment Consulting's key employees and leadership?

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As of July 2026, Carolinas Investment Consulting's key employees include:

  • Owner: J. M.
  • Director Of Economics: J. S.
  • Director: P. V.
  • Relationship Manager: H. F.
  • Relationship Manager: V. F.

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