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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

  • Stylized image of a person
    J. M.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Director Of Economics
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. V.
    Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. F.
    Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    V. F.
    Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. G.
    Member, Corporate Secretary And Firm Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Governor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. K.
    Operations Associate
    Phone icon
    Mobile Phone

Carolinas Investment Consulting Employee Metrics

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

Contact profiles from Carolinas Investment Consulting

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. M.
    Owner
    Phone icon
    Mobile Phone
    Oct 24, 2024
  • Stylized image of a person
    J. S.
    Director Of Economics
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    P. V.
    Director
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    H. F.
    Relationship Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    V. F.
    Relationship Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    C. G.
    Member, Corporate Secretary And Firm Principal
    Phone icon
    Mobile Phone
    Mar 28, 2025
  • Stylized image of a person
    B. M.
    Governor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    H. K.
    Operations Associate
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. B.
    Executive Administrator
    Phone icon
    Mobile Phone
    May 25, 2025
  • Stylized image of a person
    L. C.
    Investment Consultant
    Phone icon
    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 operates in the Investment Management industry; you can contact the 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 . 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?

Minus sign iconPlus sign icon

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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