Carson Group Investing
Firm details
- Headquarters
- Omaha, Nebraska
- CRD number
- 291744
- Registered since
- July 9, 2018
- Website
- www.carsongroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Carson Group Investing is an SEC-registered limited liability company that operates as an institutional RIA focused on fee-based portfolio management. The firm provides discretionary portfolio management for individuals and small businesses as well as for businesses and institutions. It identifies as an active ESG investor and maintains industry affiliations that include broker-dealer, other investment adviser, and insurance-company relationships. Carson Group Investing was registered with the SEC in 2018 and is owned by a mix of domestic entities and individuals. Barron's has recognized the firm among its Top 100 RIA Firms in 2021, 2022, 2023, and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities85%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents1%
Owners & executives
3 of 5
Omani Carson
Founder and CEOCRD 1238219
Kristin Streff
Chief Compliance OfficerCRD 8253891
Mark Applegarth
Chief Financial OfficerCRD 5243868
Contacts
3 of 6
Blake Anderson
Investment Advisor RepresentativeCRD 6745092
Michael Lawrence
Portfolio ManagerCRD 7334191
John Boyle
SVP, OperationsCRD 1242536
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Omaha, NE
Douglas
Location
Omaha, NE
Headquartered in Omaha, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- Douglas
- Address
- 14600 Branch St
- Time zone
- CT (UTC-6)
- Office locations
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