Carson Group Investing, LLC is a related adviser based in Omaha. It manages $183.06 million of regulatory assets for 1,570 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Nebraska and North Carolina.
Carson Group Investing provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Carson Group Investing, LLC is $183.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Carson Group Investing, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Carson Group Investing is individuals with 1,303 clients and $160.35 million of assets under management. Among the 8 most similar advisory firms, Carson Group Investing has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $183.06 million for 1,357 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Carson Group Investing doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Lantz Hunt joined the executive team most recently as the Chief Operations Officer.
The principal office where Carson Group Investing, LLC performs its advisory services is located at 13321 California Street,, Omaha, NE 68154, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-334-6270. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.