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 organized as a limited liability company and is registered with the SEC; the registration year on record is 2022. The firm's ownership is listed as a combination of a domestic entity and an individual, and its regulatory classification is recorded as unclassified. Public disclosures about the firm's business model, client types, fee schedules, and advisory services are minimal. The snapshot flags several negative attributes rather than areas of active emphasis: the firm is not listed as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not recorded as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Hilary Bergman

    Hilary Bergman

    Chief Executive OfficerCRD 1834738

  • Aaron Shapiro

    Aaron Shapiro

    Founder and CEOCRD 6886115

Contacts

1 of 1
  • Michele Silvestro

    Michele Silvestro

    FinOpCRD 6960939

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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