
Carolinas Investment Consulting
Carolinas Investment Consulting (CIC) is an employee-owned, independent wealth management firm based in Charlotte, North Carolina. Founded in 2001 by George H. Edmiston Jr., CIC provides comprehensive financial planning and investment consulting services to individuals, families, businesses, and nonprofit organizations across more than 34 states. As of early 2025, the firm manages over $1.4 billion in client assets.
CIC distinguishes itself through its boutique approach, offering personalized attention and a family-friendly environment that contrasts with larger financial institutions. Their services encompass investment management, retirement planning, estate planning, tax strategies, and risk management. The firm emphasizes a collaborative model, often working alongside clients’ attorneys, accountants, and other advisors to deliver integrated financial solutions.