Carolina Financial Group Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Carolina Financial Group

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Carolina Financial Group Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	100 Elks Club Rd Brevard, NC 28712

Note: Revenues for privately held companies are statistical evaluations.


Carolina Financial Group's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Carolina Financial Group's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Carolina Financial Group is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Carolina Financial Group Annual Revenue and Growth Rate

Carolina Financial Group	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Carolina Financial Group's revenues are gauged from an analysis of company filings.

Carolina Financial Group's Income Statement (based on Industry Averages)

Carolina Financial Group P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Carolina Financial Group is developing and marketing. Carolina Financial Group doesn't have any recent trademark applications, indicating Carolina Financial Group is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
CAROLINA FINANCIAL GROUP Investment banking; business acquisitions and mergers consultation; and venture capital investment consultation	04/08/1999

See all trademarks and details in the Full Report.

Market Share of Carolina Financial Group's Largest Competitors

A competitive analysis shows these companies are in the same general field as Carolina Financial Group, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Carolina Financial Group. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ASHWORTH FINANCIAL GROUP	Tryon, NC	100
CAROLINA FINANCIAL GROUP	Brevard, NC	96
JOE DAVIS FINANCIAL ASSOCIATES	Marion, NC	53
VISTA STRATEGIES & SOLUTIONS GROUP	Hendersonville, NC	51
TY HENDRIX INVESTMENT MANAGEMENT	Brevard, NC	47
INFINITY WEALTH MANAGEMENT	Arden, NC	22
CANO WEALTH STRATEGIES	Hendersonville, NC	16

Future Competition: Carolina Financial Group's Fastest Growing Competitors

These companies are in the same general field as Carolina Financial Group and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)