Carson Advisory Group
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
FINTRXOverview
Carson Advisory Group is an independent, individually owned registered investment adviser that has been SEC-registered since 2006. The firm serves both individual & family clients and institutional investors and bills through a mix of AUM fees, hourly charges, and fixed fees. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Carson identifies as a capital allocator and directs client capital into third‑party managers alongside more traditional public funds. It does not position itself as an active ESG investor. The firm was named to Barron’s Top 100 RIA Firms in 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds76%
- Exchange Traded Equities22%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$116M in ETFs
20%
$23.2M
54%
$92.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF) | T. Rowe Price | Active | Large Blend | $10M | 236,419 | 8.60% |
Location
Athens, GA
Clarke
Location
Athens, GA
Headquartered in Athens, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Clarke
- Address
- 470 Hill St
- Time zone
- ET (UTC-5)
- Office locations
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