Carolinas Investment Consulting Email Format

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.

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