CARRY ADVISORS LLC

Overview

Carry Advisors LLC is a small, fee-based advisory firm focused on portfolio management for individual and family clients and small businesses. The firm is structured as a limited liability company and registered with the SEC in 2022. Its business model blends percentage-of-AUM fees with fixed fees, and it identifies its primary clients as individual and family investors rather than institutional pension or multi-state plans. Carry Advisors does not position itself as an ESG-focused allocator. Investment activity centers on publicly traded equities as the dominant exposure, supplemented with third-party alternative managers. The firm classifies itself as unclassified and is not registered as a pension consultant or related adviser. Its advisory work is primarily portfolio management with a mix of discretionary and non-discretionary mandates, though a substantial portion of assets is managed non-discretionarily, indicating clients often retain trading authority. Carry Advisors maintains an affiliation with a broker-dealer channel as part of its industry footprint. Custody and trade execution are concentrated with DriveWealth, LLC, a retail-oriented custodian/platform that supports fractional and retail equity trading.

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