Adam Timothy Osterbur
Investment adviser representative at Carolina Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
$798.5MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Carolina Wealth Management, Inc.Nov 2017 to now
- Pinehurst ResortAug 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Carolina Wealth Management, Inc.
$798.5MAssets managed
646Clients
8Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5979337
- Firm CRD
- 131393