Craig Harvey Donovan Field

Employer firm

Alluvial Wealth Management CRD 305503

$1.81M regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 12/2018
  Taylor & Morgan Asset Management, Llc
  Charlotte, NC
• 08/2019 → Present
  Alluvial Wealth Management Inc.
  Charlotte, NC
• 02/2018 → Present
  Alluvial Financial Management Llc
  Charlotte, NC
• 03/2014 → Present
  Telar Information Technology Inc.
  Charlotte, NC
• 02/2009 → 02/2021
  Evolution Well Being Llc
  Charlotte, NC
• 02/2009 → 02/2021
  Uptown Bean & More Inc.
  Charlotte, NC
• 05/2016 → 12/2020
  Uptown Bean Llc
  Charlotte, NC
• 01/2019 → Present
  Southern Environmental Solutions Of The Carolinas, Llc
  Charlotte, NC
• 05/2017 → 05/2020
  Limestone Africa Investments Llc
  Charlotte, NC
• 08/2014 → Present
  Aircraft Parts New And Used, Inc.
  Charlotte, NC
• 11/2016 → Present
  Basson Group Investments Inc.
  Charlotte, NC
• 06/2016 → 03/2020
  Du Plessis Investments Inc.
  Charlotte, NC
• 07/2016 → Present
  Durbanville Real Estate Inc.
  Charlotte, NC
• 01/2018 → 01/2020
  Watercare Innovations Llc
  Charlotte, NC
• 01/2018 → 01/2020
  Watercare Management Holdings Inc.
  Charlotte, NC
• 04/2011 → Present
  Aquila Trading, Inc.
  Charlotte, NC
• 10/2016 → Present
  J4A Investments Inc.
  Charlotte, NC
• 09/2016 → Present
  Namib Investments Inc.
  Charlotte, NC
• 09/2014 → Present
  Atlantic 2 Africa, Inc.
  Charlotte, NC
• 06/2011 → 02/2019
  Bmt Dimensions International Inc.
  Charlotte, NC
• 04/2011 → Present
  Coral Island Investments, Inc.
  Charlotte, NC
• 12/2018 → Present
  Let's Prop Usa Inc.
  Charlotte, NC
• 01/2017 → Present
  B2B Solutions Group Inc.
  Charlotte, NC
• 10/2013 → Present
  Joining Hands Usa
  Charlotte, NC
• 04/2009 → Present
  Judea Harvest Usa Inc.
  Charlotte, NC
• 04/2016 → 01/2020
  The Digital Coach Inc.
  London
• 08/2017 → Present
  Digital Marketing Services Llc
  Johannesburg
• 08/2016 → 04/2020
  Elite Entrepreneurs Inc.
  Johannesburg
• 08/2017 → Present
  The Factory Of Leads Llc
  Johannesburg
• 10/2015 → Present
  Progressive Click Inc
  Johannesburg
• 01/2019 → Present
  Rookery Cloud Inc.
  Parys
• 07/2017 → Present
  Shakti Malan Academy Inc
  Cape Town
• 11/2020 → Present
  Ryan Geer Field & Rhodes Pllc
  Charlotte, NC
• 06/2023 → 12/2025
  The Watercare Group
  Ponte Vedra Beach, FL

Previous Registrations

• 2013-05-07 → 2018-12-18
  Taylor & Morgan Asset Management, Llc D/B/A Tm Advisors, L
  Charlotte, NC
  Troy, MI
• 2008-07-30 → 2010-12-31
  Wealth Design International Inc.
  Charlotte, NC

Other Businesses

1) Crump Insurance Agency, Investment-Related, Metairie, LA, Insurance Products, Independent Agent, 08/2019, 2,0, provide clients with access to insurance products. 2) Alluvial Financial Management LLC, acquired by Ryan Geer Field & Rhodes PLLC, not investment-related, Charlotte, NC, accounting firm, Managing Member, 02/2018, 160,160, provide tax and accounting services to individuals and businesses. 3) Telar Information Technology Inc., not investment-related, Charlotte, NC, accounting software, Owner, 03/2014, 3, 0, advise clients on accounting software solutions. 4) Southern Environmental Solutions of the Carolinas, LLC, not investment-related, Charlotte, NC, electronic recycling, CFO, 01/2019, 20, 20, accounting, tax and financial management services. 5) Basson Group Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 11/2016, 0.25, 0, annual tax preparation. 6) Durbanville Real Estate Inc., not investment-related, Charlotte, NC, real estate holding and rental , None-executive Director, 07/2016, 0.25, 0, Annual tax preparation. 7) Aquila Trading, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 8) J4A Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 10/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 9) Namib Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 09/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 10) Atlantic 2 Africa, Inc., not investment-related, Charlotte, NC, import/export, Non-executive Director, 09/2014, 0, 0, none. 11) Coral Island Investments, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 12) Let's Prop USA Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 12/2018, 0.25, 0, annual tax preparation. 13) B2B Solutions Group Inc, not investment-related, Charlotte, NC, non-profit networking group, Non-executive Director, 01/2017, 1, 0, annual tax preparation and monthly accounting services. 14) Joining Hands USA, not investment-related, Charlotte, NC, Non-profit to benefit orphans in Africa, Non-executive Director, 10/2013, 0, 0, none. Additional outside business activities are reported in Item 12, Employment History as well as Form ADV Part 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-06