CARVER EDISON CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
315151
Registered since
November 21, 2022

Firm profile

FINTRX

Overview

Carver Edison Capital, LLC is an SEC-registered investment adviser organized as a limited liability company that first registered with the SEC in 2022. Public filings list the firm’s classification as unclassified and indicate ownership by a mix of a domestic entity and individuals. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not characterized as a pension consultant or related adviser in the available data. No firm-level description of advisory services, target client segments, or investment strategy was provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Aaron Shapiro

    Founder and CEOCRD 6886115

  • HILARY BERGMAN

    Chief Executive OfficerCRD 1834738

Contacts

1 of 1
  • Michele Silvestro

    FinOpCRD 6960939

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
111 Congress Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth