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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC

CRD 171534

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4fedd75-d61a-9527-ca0f-713f4c187745

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Jun 24, 2020 to Feb 11, 2026
10 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Carolina Qualified Retirement Plan Advisers, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.02 fund_share=0.0 institutional_share=0.98 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $444MItem 5.F on the latest filing (2026-02-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $391M
Private client RAUM: $10.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $444Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 52
Individual clients: 7
SEC number: 801-119139
CRD: 171534
Filings on the tape: 10
First filed: Jun 24, 2020
Latest filed: Feb 11, 2026
Organised: Limited Liability Company, SC
Website: carolinacorporateplans.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EUGENE WILLIAM SANDERS	n/a	WADMALAW ISLAND, SC	12	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SANDERS, EUGENE, WILLIAM	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	yes	05/2014	Jun 24, 2020	Dec 10, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 11, 2026	$444M	$391M	1	1	n/a	n/a
2024	Feb 28, 2025	$409M	$358M	1	1	n/a	n/a
2023	Feb 16, 2024	$354M	$306M	1	1	n/a	n/a
2022	Feb 17, 2023	$315M	$270M	1	1	n/a	n/a
2021	Feb 17, 2022	$384M	$324M	1	1	n/a	n/a
2020	Mar 1, 2021	$305M	$252M	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$444M	$409M	8.7%	$315M	12.1%	1	1	0	0

Relationships

Registered with (1)

← EUGENE WILLIAM SANDERSAdvisorregistration: current employment
Jul 10, 2014 to presentfactForm ADV

Controls (1)

← SANDERS, EUGENE, WILLIAMOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jun 24, 2020 to Dec 10, 2024factForm ADV

Dated events

Occurred
Jun 24, 2020
First Form ADV filing
Carolina Qualified Retirement Plan Advisers, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4fedd75-d61a-9527-ca0f-713f4c187745
First observed: Jun 24, 2020
Last observed: Feb 11, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAROLINA QUALIFIED RETIREMENT PLAN ADVISERS, LLC

CRD 171534

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4fedd75-d61a-9527-ca0f-713f4c187745

Data as of Feb 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EUGENE WILLIAM SANDERS

n/a

WADMALAW ISLAND, SC

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SANDERS, EUGENE, WILLIAM

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

05/2014

Jun 24, 2020

Dec 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 11, 2026

$444M

$391M

n/a

2024

Feb 28, 2025

$409M

$358M

n/a

2023

Feb 16, 2024

$354M

$306M

n/a

2022

Feb 17, 2023

$315M

$270M

n/a

2021

Feb 17, 2022

$384M

$324M

n/a

2020

Mar 1, 2021

$305M

$252M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$444M

$409M

8.7%

$315M

12.1%