CARSON ADVISORY GROUP

RIASEC RegisteredEst. 2006

Total AUM

$865M

Discretionary

$776M

90% of AUM

Avg account

$391K

Accounts

2,213

Employees

Advisory reps

Firm details

Headquarters: ATHENS, Georgia
CRD number: 117410
Registered since: January 3, 2006
Website: www.raymondjames.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., RAYMOND JAMES TRUST COMPANY OF NH
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.84%
Individuals19.69%
Charitable Organizations1.86%
Pension & Profit Sharing Plans0.33%
Corporations / Businesses0.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Carson Advisory Group is an independent registered investment adviser that opened for SEC registration in 2006 and is individually owned. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and listed pension consulting services. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed‑fee options. Carson Advisory Group does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm was named to Barron’s Top 100 RIA Firms list in 2024, which appears on its public profile.