Thomas Duffy Meyer
Financial advisor at Carolina Wealth Management, Inc. · Greenville, NC
Last updated 2026-10-10
Claim your profileThomas Duffy Meyer is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC, CRD 5299318. Licenses and exams on the registration: Series 66. IAPD registration began 2007-10-09.
Registration
- CRD number
- 5299318
- Registration status
- Active
- IAPD registration
- 2007-10-09
- Industry Experience
- 19 years
- Work Experience
- 18 years
- States registered
- NC
Licenses and exams
- Series 66
Work history
- 2008-09 to Present · Carolina Wealth Management, Inc · Pinehurst, NC
Current employment
- Carolina Wealth Management, Inc. · Greenville, NC
Carolina Wealth Management, Inc.
- Regulatory AUM
- $798,455,655
- Registered advisors
- 8
- Offices
- 1
- Clients per advisor
- 80.8 (Moderate)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 22.3% (Moderate)
Carolina Wealth Management, Inc.: advisors, services and reported ETF investments
About
Thomas Duffy Meyer is a financial advisor at Carolina Wealth Management, Inc. in Greenville, NC. Reported securities licenses include Series 66. The latest record indicates 19 years of industry experience and 18 years of reported work history.
Carolina Wealth Management, Inc.'s firm-level Form ADV reports 8 advisors across 1 offices; approximately 80.8 clients per advisor, average assets per client of $1,235,999, and regulatory AUM of $798.5M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $183.2M across 70 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas Duffy Meyer personally.
Reported ETF positions
Carolina Wealth Management reports 70 ETF positions worth $183.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHG — Schwab U.S. Large-Cap Growth ETF | $29.1M |
| SCHD — Schwab US Dividend Equity ETF | $28.8M |
| VUG — Vanguard Morningstar Growth ETF | $15.8M |
| VYM — Vanguard High Dividend Yield ETF | $10M |
| VBK — Vanguard Morningstar Small-Cap Growth ETF | $9.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Carolina Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $279.9K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $206.4K | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | GARP — iShares MSCI USA Quality GARP ETF | $206.4K | Top 99.0% | Residual alpha +4.84% · Residual Sharpe 0.20 |
| Diversification Benefits | SMH — VanEck Semiconductor ETF | $261K | Top 94.1% | Replicability (R²) 79.0% · Residual Sharpe 0.20 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Carolina Wealth Management, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Company or Agency
Location
1706-A East Arlington Blvd., Greenville, NC 27858
8 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 252-439-1344
- Website: mycarolinawealth.com
Official record
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