Carrington Advisors, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 311522
- Website
- www.carringtonfo.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.82%
- Individuals25.23%
- Corporations / Businesses0.58%
- Charitable Organizations0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Carrington Advisors, LLC is an independent, limited liability RIA that serves both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and it bills clients via a combination of AUM-based fees and fixed fees. Carrington identifies itself as a capital allocator, indicating it places client capital with third-party managers in addition to managing portfolios directly. The firm's snapshot flags it as not an active ESG investor and not a multi-state adviser, even though its office footprint spans multiple states.
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
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents6%
- Exchange Traded Equities2%
Contacts
3 of 4
David Schubert
Senior AdvisorCRD 7182167

Tyler Talman
FounderCRD 5535923

Cinthya Miceli
Family OfficerCRD 5877308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 15770 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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