# Carolina Planning Group LLC

> Carolina Planning Group LLC is a state-registered investment advisory firm in Beaufort, SC, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2025.

- CRD: 146168
- Filed as: CAROLINA PLANNING GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beaufort, SC
- Filing period: October 2026
- Form ADV filing dated: March 27, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146168
- AdvisorCensus page: https://advisorcensus.com/firm/carolina-planning-group-llc-beaufort-sc-146168

## Quick answers

**How is Carolina Planning Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Carolina Planning Group LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Carolina Planning Group LLC located?**
Carolina Planning Group LLC's principal office is in Beaufort, SC, according to its Form ADV.

**Is Carolina Planning Group LLC registered with the SEC or a state?**
Carolina Planning Group LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 146168.

**How much does Carolina Planning Group LLC manage?**
Carolina Planning Group LLC reports $24,719,328 in regulatory assets under management in its Form ADV filing dated March 27, 2025 (100% discretionary).

**What types of clients does Carolina Planning Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (77).

**Does Carolina Planning Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146168

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,719,328
- Discretionary: $24,719,328
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $24,719,328 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cpgwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Carolina Planning Group LLC (CRD 146168): Form ADV filing data as of October 2026.