Carroll Financial Group, Inc.

Overview

Carroll Financial Group, Inc. is an independent registered investment adviser operating as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional and business accounts, and its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a pension consultant or a capital allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices