CARION DOTY ADVISORS LLC

Overview

Carion Doty Advisors LLC is a small limited liability company that functions primarily as an advisor that selects outside managers and provides accounting-related services. The firm is identified as a capital allocator, which indicates its role is more about sourcing, evaluating and placing client capital with third-party advisers or sub-advisers rather than running a large in-house investment platform. Its declared business activities list accounting work alongside the advisory activity of selecting other advisers, signaling a mix of financial reporting/tax-related services and manager selection work. The firm is owned by an individual and is not classified under a more specific advisory category in available records. It does not identify as an active ESG investor, is not designated a multi-state adviser, and is not positioned as a pension consultant. Fee arrangements are described generically as “other,” suggesting the firm may use nonstandard or customized billing approaches rather than typical AUM- or commission-based schedules.

Assets & Accounts

Location & Offices