Carnahan Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.67%
- Individuals17.33%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Carnahan Capital Management, LLC is a small, equity-focused registered investment adviser serving individual and family clients. The firm operates as a limited liability company, owned by an individual, and delivers discretionary portfolio management to a concentrated client base. Its stated fee model is a percentage of assets under management, and its investment activity shows a clear preference for exchange-traded equities as the core building block of client portfolios. Carnahan Capital Management does not position itself as a capital allocator to private funds or an active ESG investor; instead it appears to run straightforward, liquid equity portfolios tailored to a limited number of relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Bradley Carnahan
Managing Member / Investment Advisor RepresentativeCRD 7792873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations