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Managing Member and Chief Compliance Officer · Carolina Strategy, LLC

Walker F. Davidson

CRD 4484374 · Named on Form ADV at one SEC-registered adviser

At a glance

Carolina Strategy, LLC, an SEC-registered wealth manager with $119 million in regulatory assets, lists Walker F. Davidson on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Carolina Strategy, LLCManaging Member and Chief Compliance OfficerWealth manager · United States · $119M in regulatory assets

AtlasMembers

Walker’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Walker’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.