CARSON CAPITAL

Overview

Carson Capital is an independently owned registered investment adviser organized as a limited liability company that serves individual and family clients. The firm concentrates on fee-based financial planning and portfolio management for individuals and small businesses, and supplements client work with educational seminars and workshops. Its stated fee structure includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. Investment activity at Carson Capital tilts heavily toward public equities delivered through exchange-traded instruments and separate managed accounts. The firm does not position itself as a multi-state adviser or pension consultant, and it does not describe itself as a capital allocator; instead it sources alternative exposure through third-party managers. Carson Capital is not an active ESG investor per its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices