Carroll Advisory Group
Firm details
- Headquarters
- Texarkana, Texas
- CRD number
- 334565
- Registered since
- March 13, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.49%
- Individuals14.8%
- Insurance Companies2.22%
- Charitable Organizations1.24%
- Pension & Profit Sharing Plans0.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Carroll Advisory Group LLC is an independent, SEC-registered registered investment adviser that began its SEC registration in 2025. The firm is owned by an individual and serves both high‑net‑worth individuals and families as well as institutional clients. Its compensation model combines a percentage-of-AUM fee schedule with fixed fees. Primary advisory services listed on its ADV are financial planning and portfolio management for individuals and small businesses. Carroll Advisory Group is not designated as a capital allocator and does not identify as an active ESG investor. The firm is structured to deliver discretionary portfolio management (the bulk of its assets) alongside a smaller non‑discretionary book.
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
- Private Funds74%
- Exchange Traded Equities14%
- Other9%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Jeremy Reed
Financial AdvisorCRD 6628677
Alexander Davis
Financial AdvisorCRD 6965102
Devin Carroll
Owner, Investment Advisor RepresentativeCRD 4590788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$336M in ETFs
94%
$316M
0%
$20.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $28.6M | 41,700 | 8.51% |
Location
Texarkana, TX
Bowie
Location
Texarkana, TX
Headquartered in Texarkana, TX, in the South of the United States.
- Region
- South
- County
- Bowie
- Address
- 4203 Richmond Pl
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Floyd Capital Management
RIATexarkana, TX
CAP Six Advisors
RIAHouston, TX
Eltekon Advisors, LLC
RIAWest Lake Hills, TX
Augment Advisors, LLC
RIAAustin, TX
Crescent Advisor Group, Inc.
RIAPlano, TX
RHP Wealth Management
RIAHouston, TX